MWAC
Mariner Wealth Advisors (Cincinnati)’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $316K | Buy |
1,887
+62
| +3% | +$10.4K | 0.02% | 238 |
|
|
2018
Q2 | $305K | Sell |
1,825
-8,654
| -83% | -$1.45M | 0.02% | 242 |
|
|
2018
Q1 | $1.71M | Buy |
10,479
+100
| +1% | +$16.3K | 0.11% | 105 |
|
|
2017
Q4 | $1.62M | Buy |
10,379
+8,623
| +491% | +$1.35M | 0.1% | 102 |
|
|
2017
Q3 | $257K | Sell |
1,756
-35
| -2% | -$5.12K | 0.02% | 239 |
|
|
2017
Q2 | $251K | Sell |
1,791
-1,816
| -50% | -$255K | 0.02% | 230 |
|
|
2017
Q1 | $463K | Buy |
3,607
+1,628
| +82% | +$209K | 0.03% | 171 |
|
|
2016
Q4 | $236K | Sell |
1,979
-438
| -18% | -$52.2K | 0.02% | 224 |
|
|
2016
Q3 | $296K | Sell |
2,417
-73
| -3% | -$8.94K | 0.03% | 212 |
|
|
2016
Q2 | $325K | Buy |
2,490
+403
| +19% | +$52.6K | 0.03% | 203 |
|
|
2016
Q1 | $247K | Hold |
2,087
| – | – | 0.02% | 218 |
|
|
2015
Q4 | $217K | Buy |
+2,087
| New | +$217K | 0.02% | 223 |
|
|
2015
Q1 | $263K | Sell |
2,527
-1,765
| -41% | -$184K | 0.04% | 150 |
|
|
2014
Q4 | $456K | Buy |
4,292
+1,144
| +36% | +$122K | 0.07% | 115 |
|
|
2014
Q3 | $296K | Sell |
3,148
-620
| -16% | -$58.3K | 0.05% | 139 |
|
|
2014
Q2 | $386K | Sell |
3,768
-244
| -6% | -$25K | 0.06% | 111 |
|
|
2014
Q1 | $384K | Buy |
+4,012
| New | +$384K | 0.06% | 104 |
|