Mariner Wealth Advisors (Cincinnati)’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $316K | Buy |
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|
2018
Q2 | $305K | Sell |
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|
2018
Q1 | $1.71M | Buy |
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|
2017
Q4 | $1.62M | Buy |
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|
2017
Q3 | $257K | Sell |
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|
2017
Q2 | $251K | Sell |
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|
2017
Q1 | $463K | Buy |
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|
2016
Q4 | $236K | Sell |
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|
2016
Q3 | $296K | Sell |
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|
2016
Q2 | $325K | Buy |
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|
2016
Q1 | $247K | Hold |
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|
2015
Q4 | $217K | Buy |
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|
2015
Q1 | $263K | Sell |
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|
2014
Q4 | $456K | Buy |
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|
2014
Q3 | $296K | Sell |
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|
2014
Q2 | $386K | Sell |
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|
2014
Q1 | $384K | Buy |
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