LifePlan Financial Group’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $864K | Hold |
12,452
| – | – | 0.37% | 54 |
|
2020
Q2 | $748K | Hold |
12,452
| – | – | 0.34% | 59 |
|
2020
Q1 | $749K | Sell |
12,452
-16
| -0.1% | -$962 | 0.41% | 50 |
|
2019
Q4 | $755K | Buy |
12,468
+160
| +1% | +$9.69K | 0.34% | 57 |
|
2019
Q3 | $717K | Hold |
12,308
| – | – | 0.34% | 55 |
|
2019
Q2 | $630K | Hold |
12,308
| – | – | 0.3% | 61 |
|
2019
Q1 | $595K | Hold |
12,308
| – | – | 0.32% | 58 |
|
2018
Q4 | $535K | Sell |
12,308
-2,156
| -15% | -$93.7K | 0.33% | 54 |
|
2018
Q3 | $606K | Hold |
14,464
| – | – | 0.33% | 54 |
|
2018
Q2 | $604K | Hold |
14,464
| – | – | 0.34% | 54 |
|
2018
Q1 | $591K | Buy |
14,464
+64
| +0.4% | +$2.62K | 0.34% | 54 |
|
2017
Q4 | $528K | Hold |
14,400
| – | – | 0.34% | 56 |
|
2017
Q3 | $528K | Buy |
14,400
+124
| +0.9% | +$4.55K | 0.34% | 56 |
|
2017
Q2 | $500K | Hold |
14,276
| – | – | 0.34% | 61 |
|
2017
Q1 | $458K | Hold |
14,276
| – | – | 0.32% | 63 |
|
2016
Q4 | $426K | Buy |
14,276
+2,096
| +17% | +$62.5K | 0.3% | 74 |
|
2016
Q3 | $372K | Hold |
12,180
| – | – | 0.26% | 70 |
|
2016
Q2 | $397K | Hold |
12,180
| – | – | 0.27% | 64 |
|
2016
Q1 | $360K | Hold |
12,180
| – | – | 0.26% | 64 |
|
2015
Q4 | $316K | Hold |
12,180
| – | – | 0.22% | 72 |
|
2015
Q3 | $297K | Hold |
12,180
| – | – | 0.22% | 71 |
|
2015
Q2 | $299K | Hold |
12,180
| – | – | 0.2% | 77 |
|
2015
Q1 | $317K | Hold |
12,180
| – | – | 0.21% | 56 |
|
2014
Q4 | $324K | Buy |
12,180
+2,380
| +24% | +$63.3K | 0.21% | 56 |
|
2014
Q3 | $230K | Hold |
9,800
| – | – | 0.19% | 58 |
|
2014
Q2 | $251K | Hold |
9,800
| – | – | 0.18% | 53 |
|
2014
Q1 | $234K | Hold |
9,800
| – | – | 0.19% | 52 |
|
2013
Q4 | $210K | Buy |
9,800
+4,800
| +96% | +$103K | 0.14% | 57 |
|
2013
Q3 | $100K | Buy |
5,000
+3,208
| +179% | +$64.2K | 0.08% | 68 |
|
2013
Q2 | $37K | Buy |
+1,792
| New | +$37K | 0.04% | 81 |
|