New Capital Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-1,408
| Closed | -$59K | – | 135 |
|
2018
Q3 | $59K | Hold |
1,408
| – | – | 0.1% | 58 |
|
2018
Q2 | $59K | Hold |
1,408
| – | – | 0.11% | 55 |
|
2018
Q1 | $57K | Hold |
1,408
| – | – | 0.15% | 61 |
|
2017
Q4 | $55K | Hold |
1,408
| – | – | 0.07% | 64 |
|
2017
Q3 | $52K | Hold |
1,408
| – | – | 0.09% | 64 |
|
2017
Q2 | $45K | Hold |
1,408
| – | – | 0.08% | 71 |
|
2017
Q1 | $45K | Hold |
1,408
| – | – | 0.08% | 72 |
|
2016
Q4 | $42K | Buy |
+1,408
| New | +$42K | 0.06% | 69 |
|