Loeb Partners Corp’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
Q1 | – | Sell |
-12,000
| Closed | -$522K | – | 229 |
|
|
2018
Q4 | $522K | Sell |
12,000
-16,000
| -57% | -$696K | 0.24% | 86 |
|
|
2018
Q3 | $1.17M | Sell |
28,000
-16,000
| -36% | -$671K | 0.43% | 60 |
|
|
2018
Q2 | $1.84M | Buy |
44,000
+16,000
| +57% | +$668K | 0.46% | 60 |
|
|
2018
Q1 | $1.14M | Hold |
28,000
| – | – | 0.5% | 54 |
|
|
2017
Q4 | $1.09M | Hold |
28,000
| – | – | 0.32% | 69 |
|
|
2017
Q3 | $1.03M | Sell |
28,000
-32,000
| -53% | -$1.17M | 0.31% | 76 |
|
|
2017
Q2 | $2.1M | Buy |
60,000
+32,000
| +114% | +$1.12M | 0.6% | 44 |
|
|
2017
Q1 | $899K | Buy |
28,000
+8,000
| +40% | +$257K | 0.27% | 85 |
|
|
2016
Q4 | $597K | Buy |
+20,000
| New | +$597K | 0.2% | 100 |
|