New England Private Wealth Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,776
| Closed | -$626K | – | 133 |
|
|
2019
Q3 | $626K | Sell |
10,776
-56
| -0.5% | -$3.03K | 0.15% | 84 |
|
|
2019
Q2 | $555K | Buy |
10,832
+56
| +0.5% | +$2.75K | 0.13% | 87 |
|
|
2019
Q1 | $523K | Buy |
10,776
+48
| +0.4% | +$2.19K | 0.14% | 88 |
|
|
2018
Q4 | $466K | Buy |
10,728
+616
| +6% | +$26.9K | 0.14% | 87 |
|
|
2018
Q3 | $424K | Buy |
10,112
+64
| +0.6% | +$2.72K | 0.11% | 99 |
|
|
2018
Q2 | $418K | Sell |
10,048
-7,512
| -43% | -$303K | 0.12% | 95 |
|
|
2018
Q1 | $715K | Buy |
17,560
+120
| +0.7% | +$4.63K | 0.2% | 70 |
|
|
2017
Q4 | $682K | Buy |
17,440
+92
| +0.5% | +$3.55K | 0.19% | 74 |
|
|
2017
Q3 | $634K | Sell |
17,348
-4,020
| -19% | -$147K | 0.19% | 70 |
|
|
2017
Q2 | $749K | Hold |
21,368
| – | – | 0.23% | 61 |
|
|
2017
Q1 | $690K | Hold |
21,368
| – | – | 0.22% | 61 |
|
|
2016
Q4 | $638K | Hold |
21,368
| – | – | 0.22% | 62 |
|
|
2016
Q3 | $653K | Buy |
21,368
+4,024
| +23% | +$127K | 0.23% | 61 |
|
|
2016
Q2 | $566K | Hold |
17,344
| – | – | 0.22% | 63 |
|
|
2016
Q1 | $513K | Sell |
17,344
-224
| -1% | -$6.29K | 0.21% | 66 |
|
|
2015
Q4 | $457K | Hold |
17,568
| – | – | 0.18% | 72 |
|
|
2015
Q3 | $428K | Buy |
17,568
+4
| +0% | +$102 | 0.18% | 66 |
|
|
2015
Q2 | $430K | Hold |
17,564
| – | – | 0.16% | 68 |
|
|
2015
Q1 | $460K | Hold |
17,564
| – | – | 0.18% | 64 |
|
|
2014
Q4 | $469K | Buy |
17,564
+4
| +0% | +$101 | 0.18% | 68 |
|
|
2014
Q3 | $413K | Buy |
17,560
+216
| +1% | +$5.22K | 0.17% | 68 |
|
|
2014
Q2 | $444K | Hold |
17,344
| – | – | 0.18% | 67 |
|
|
2014
Q1 | $414K | Sell |
17,344
-800
| -4% | -$18.1K | 0.17% | 67 |
|
|
2013
Q4 | $388K | Buy |
18,144
+400
| +2% | +$8.43K | 0.18% | 63 |
|
|
2013
Q3 | $356K | Buy |
+17,744
| New | +$366K | 0.19% | 57 |
|
Other funds holding NEE
