National Investment Services’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
Q4 | – | Sell |
-51,832
| Closed | -$3.02M | – | 43 |
|
|
2019
Q3 | $3.02M | Sell |
51,832
-3,316
| -6% | -$193K | 3.51% | 1 |
|
|
2019
Q2 | $2.82M | Sell |
55,148
-3,300
| -6% | -$169K | 3.25% | 6 |
|
|
2019
Q1 | $2.83M | Sell |
58,448
-2,612
| -4% | -$126K | 3.09% | 6 |
|
|
2018
Q4 | $2.65M | Sell |
61,060
-1,780
| -3% | -$77.3K | 3.08% | 4 |
|
|
2018
Q3 | $2.63M | Sell |
62,840
-7,428
| -11% | -$311K | 2.58% | 7 |
|
|
2018
Q2 | $2.93M | Sell |
70,268
-536
| -0.8% | -$22.4K | 2.74% | 5 |
|
|
2018
Q1 | $2.89M | Sell |
70,804
-2,696
| -4% | -$110K | 2.7% | 4 |
|
|
2017
Q4 | $2.87M | Sell |
73,500
-5,308
| -7% | -$207K | 2.76% | 6 |
|
|
2017
Q3 | $2.89M | Sell |
78,808
-200
| -0.3% | -$7.33K | 2.97% | 6 |
|
|
2017
Q2 | $2.77M | Sell |
79,008
-5,216
| -6% | -$183K | 2.91% | 5 |
|
|
2017
Q1 | $2.7M | Buy |
84,224
+10,708
| +15% | +$344K | 2.7% | 10 |
|
|
2016
Q4 | $2.2M | Sell |
73,516
-14,596
| -17% | -$436K | 2.42% | 20 |
|
|
2016
Q3 | $2.69M | Buy |
+88,112
| New | +$2.69M | 3.04% | 13 |
|
|
2014
Q4 | – | Sell |
-52,916
| Closed | -$1.24M | – | 44 |
|
|
2014
Q3 | $1.24M | Hold |
52,916
| – | – | 1.02% | 38 |
|
|
2014
Q2 | $1.36M | Hold |
52,916
| – | – | 1.1% | 41 |
|
|
2014
Q1 | $1.27M | Hold |
52,916
| – | – | 1.09% | 47 |
|
|
2013
Q4 | $1.13M | Hold |
52,916
| – | – | 0.88% | 50 |
|
|
2013
Q3 | $1.06M | Hold |
52,916
| – | – | 0.83% | 53 |
|
|
2013
Q2 | $1.08M | Buy |
+52,916
| New | +$1.08M | 0.89% | 52 |
|