Lodestar Investment Counsel’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $553K | Hold |
10,796
| – | – | 0.06% | 124 |
|
|
2019
Q1 | $522K | Hold |
10,796
| – | – | 0.06% | 126 |
|
|
2018
Q4 | $469K | Sell |
10,796
-500
| -4% | -$21.7K | 0.06% | 126 |
|
|
2018
Q3 | $473K | Hold |
11,296
| – | – | 0.05% | 133 |
|
|
2018
Q2 | $472K | Hold |
11,296
| – | – | 0.05% | 135 |
|
|
2018
Q1 | $461K | Sell |
11,296
-2,476
| -18% | -$101K | 0.05% | 131 |
|
|
2017
Q4 | $538K | Buy |
13,772
+2,800
| +26% | +$109K | 0.06% | 125 |
|
|
2017
Q3 | $402K | Buy |
10,972
+656
| +6% | +$24K | 0.05% | 132 |
|
|
2017
Q2 | $361K | Hold |
10,316
| – | – | 0.05% | 134 |
|
|
2017
Q1 | $331K | Buy |
10,316
+2,800
| +37% | +$89.8K | 0.04% | 133 |
|
|
2016
Q4 | $224K | Hold |
7,516
| – | – | 0.03% | 150 |
|
|
2016
Q3 | $230K | Buy |
7,516
+240
| +3% | +$7.34K | 0.03% | 152 |
|
|
2016
Q2 | $237K | Hold |
7,276
| – | – | 0.03% | 149 |
|
|
2016
Q1 | $215K | Buy |
+7,276
| New | +$215K | 0.03% | 154 |
|