OWD
Osborn Williams & Donohoe’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $10.5M | Buy |
43,595
+2,587
| +6% | +$622K | 1.38% | 16 |
|
|
2019
Q4 | $9.93M | Buy |
41,008
+621
| +2% | +$150K | 0.99% | 29 |
|
|
2019
Q3 | $9.41M | Buy |
40,387
+506
| +1% | +$118K | 0.95% | 31 |
|
|
2019
Q2 | $8.17M | Buy |
39,881
+5,938
| +17% | +$1.22M | 0.84% | 35 |
|
|
2019
Q1 | $6.45M | Buy |
33,943
+10,354
| +44% | +$1.97M | 0.66% | 44 |
|
|
2018
Q4 | $4.1M | Buy |
23,589
+5,827
| +33% | +$1.01M | 0.72% | 44 |
|
|
2018
Q3 | $2.98M | Buy |
17,762
+951
| +6% | +$159K | 0.46% | 61 |
|
|
2018
Q2 | $2.81M | Buy |
16,811
+670
| +4% | +$112K | 0.48% | 62 |
|
|
2018
Q1 | $2.64M | Buy |
16,141
+90
| +0.6% | +$14.7K | 0.46% | 62 |
|
|
2017
Q4 | $2.51M | Buy |
16,051
+40
| +0.2% | +$6.25K | 0.43% | 63 |
|
|
2017
Q3 | $2.35M | Buy |
16,011
+75
| +0.5% | +$11K | 0.42% | 66 |
|
|
2017
Q2 | $2.23M | Buy |
15,936
+415
| +3% | +$58.2K | 0.4% | 70 |
|
|
2017
Q1 | $1.99M | Buy |
15,521
+610
| +4% | +$78.3K | 0.36% | 77 |
|
|
2016
Q4 | $1.78M | Sell |
14,911
-204
| -1% | -$24.4K | 0.33% | 78 |
|
|
2016
Q3 | $1.85M | Buy |
15,115
+1,800
| +14% | +$220K | 0.35% | 75 |
|
|
2016
Q2 | $1.74M | Buy |
13,315
+434
| +3% | +$56.6K | 0.34% | 76 |
|
|
2016
Q1 | $1.52M | Buy |
12,881
+1,745
| +16% | +$206K | 0.31% | 83 |
|
|
2015
Q4 | $1.16M | Sell |
11,136
-250
| -2% | -$26K | 0.24% | 91 |
|
|
2015
Q3 | $1.12M | Sell |
11,386
-50
| -0.4% | -$4.93K | 0.24% | 91 |
|
|
2015
Q2 | $1.17M | Sell |
11,436
-350
| -3% | -$35.8K | 0.24% | 96 |
|
|
2015
Q1 | $1.23M | Sell |
11,786
-100
| -0.8% | -$10.4K | 0.24% | 99 |
|
|
2014
Q4 | $1.26M | Buy |
11,886
+500
| +4% | +$53.1K | 0.25% | 90 |
|
|
2014
Q3 | $1.07M | Sell |
11,386
-315
| -3% | -$29.6K | 0.22% | 92 |
|
|
2014
Q2 | $1.16M | Sell |
11,701
-375
| -3% | -$37.1K | 0.24% | 90 |
|
|
2014
Q1 | $1.16M | Sell |
12,076
-469
| -4% | -$44.9K | 0.25% | 88 |
|
|
2013
Q4 | $1.07M | Sell |
12,545
-650
| -5% | -$55.6K | 0.24% | 90 |
|
|
2013
Q3 | $1.06M | Sell |
13,195
-65
| -0.5% | -$5.21K | 0.26% | 90 |
|
|
2013
Q2 | $1.08M | Buy |
+13,260
| New | +$1.08M | 0.28% | 87 |
|