Norris Perne & French’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-4,028
| Closed | -$311K | – | 155 |
|
2020
Q4 | $311K | Buy |
4,028
+180
| +5% | +$13.9K | 0.03% | 131 |
|
2020
Q3 | $267K | Buy |
+3,848
| New | +$267K | 0.03% | 132 |
|
2016
Q1 | – | Sell |
-8,456
| Closed | -$220K | – | 156 |
|
2015
Q4 | $220K | Hold |
8,456
| – | – | 0.05% | 140 |
|
2015
Q3 | $206K | Buy |
+8,456
| New | +$206K | 0.05% | 141 |
|
2015
Q1 | – | Sell |
-8,956
| Closed | -$238K | – | 170 |
|
2014
Q4 | $238K | Sell |
8,956
-1,600
| -15% | -$42.5K | 0.04% | 153 |
|
2014
Q3 | $248K | Sell |
10,556
-1,400
| -12% | -$32.9K | 0.05% | 146 |
|
2014
Q2 | $306K | Buy |
11,956
+200
| +2% | +$5.12K | 0.06% | 132 |
|
2014
Q1 | $281K | Buy |
+11,756
| New | +$281K | 0.06% | 139 |
|
2013
Q3 | – | Sell |
-10,296
| Closed | -$209K | – | 195 |
|
2013
Q2 | $209K | Buy |
+10,296
| New | +$209K | 0.04% | 182 |
|