Quantum Capital Management (California)’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 | $129K | Hold |
1,872
| – | – | 0.14% | 97 |
|
|
2020
Q2 | $112K | Hold |
1,872
| – | – | 0.07% | 151 |
|
|
2020
Q1 | $113K | Sell |
1,872
-484
| -21% | -$29.2K | 0.08% | 163 |
|
|
2019
Q4 | $143K | Sell |
2,356
-252
| -10% | -$15.3K | 0.07% | 177 |
|
|
2019
Q3 | $152K | Buy |
+2,608
| New | +$152K | 0.08% | 175 |
|
|
2014
Q1 | – | Sell |
-7,080
| Closed | -$152K | – | 212 |
|
|
2013
Q4 | $152K | Hold |
7,080
| – | – | 0.03% | 173 |
|
|
2013
Q3 | $142K | Buy |
+7,080
| New | +$142K | 0.03% | 168 |
|