KTM
Keeler Thomas Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,678
| Closed | -$206K | – | 81 |
|
|
2020
Q4 | $206K | Buy |
+2,678
| New | +$206K | 0.12% | 70 |
|
|
2020
Q1 | – | Sell |
-1,110
| Closed | -$268K | – | 59 |
|
|
2019
Q4 | $268K | Buy |
1,110
+28
| +3% | +$6.76K | 0.19% | 61 |
|
|
2019
Q3 | $252K | Buy |
1,082
+84
| +8% | +$19.6K | 0.19% | 61 |
|
|
2019
Q2 | $204K | Sell |
998
-115
| -10% | -$23.5K | 0.16% | 53 |
|
|
2019
Q1 | $215K | Buy |
+1,113
| New | +$215K | 0.18% | 53 |
|
|
2018
Q1 | – | Sell |
-827
| Closed | -$129K | – | 112 |
|
|
2017
Q4 | $129K | Buy |
+827
| New | +$129K | 0.12% | 65 |
|