Partnervest Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $527K | Buy |
7,596
+2,584
| +52% | +$179K | 0.17% | 108 |
|
|
2020
Q2 | $301K | Sell |
5,012
-84
| -2% | -$5.05K | 0.11% | 146 |
|
|
2020
Q1 | $307K | Sell |
5,096
-2,152
| -30% | -$130K | 0.14% | 127 |
|
|
2019
Q4 | $439K | Sell |
7,248
-2,612
| -26% | -$158K | 0.16% | 102 |
|
|
2019
Q3 | $574K | Buy |
9,860
+176
| +2% | +$10.2K | 0.21% | 92 |
|
|
2019
Q2 | $496K | Buy |
9,684
+52
| +0.5% | +$2.66K | 0.2% | 93 |
|
|
2019
Q1 | $466K | Buy |
9,632
+208
| +2% | +$10.1K | 0.19% | 99 |
|
|
2018
Q4 | $410K | Buy |
9,424
+844
| +10% | +$36.7K | 0.2% | 101 |
|
|
2018
Q3 | $360K | Buy |
+8,580
| New | +$360K | 0.14% | 143 |
|
|
2018
Q2 | – | Sell |
-5,756
| Closed | -$235K | – | 212 |
|
|
2018
Q1 | $235K | Buy |
5,756
+180
| +3% | +$7.35K | 0.11% | 167 |
|
|
2017
Q4 | $218K | Hold |
5,576
| – | – | 0.11% | 164 |
|
|
2017
Q3 | $204K | Sell |
5,576
-240
| -4% | -$8.78K | 0.1% | 172 |
|
|
2017
Q2 | $204K | Buy |
+5,816
| New | +$204K | 0.09% | 187 |
|
|
2016
Q3 | – | Sell |
-6,588
| Closed | -$215K | – | 200 |
|
|
2016
Q2 | $215K | Buy |
+6,588
| New | +$215K | 0.11% | 183 |
|
|
2014
Q3 | – | Sell |
-3,196
| Closed | -$82K | – | 567 |
|
|
2014
Q2 | $82K | Buy |
3,196
+532
| +20% | +$13.7K | 0.04% | 274 |
|
|
2014
Q1 | $64K | Sell |
2,664
-160
| -6% | -$3.84K | 0.03% | 292 |
|
|
2013
Q4 | $60K | Sell |
2,824
-1,168
| -29% | -$24.8K | 0.03% | 282 |
|
|
2013
Q3 | $80K | Sell |
3,992
-80
| -2% | -$1.6K | 0.04% | 214 |
|
|
2013
Q2 | $83K | Buy |
+4,072
| New | +$83K | 0.04% | 180 |
|