RIM
Rampart Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,812
| Closed | -$1.64M | – | 479 |
|
|
2020
Q2 | $1.64M | Buy |
6,812
+2,953
| +77% | +$709K | 0.28% | 101 |
|
|
2020
Q1 | $929K | Sell |
3,859
-21,742
| -85% | -$5.23M | 0.44% | 51 |
|
|
2019
Q4 | $6.2M | Sell |
25,601
-5,596
| -18% | -$1.36M | 0.76% | 17 |
|
|
2019
Q3 | $7.27M | Sell |
31,197
-3,716
| -11% | -$866K | 0.9% | 11 |
|
|
2019
Q2 | $7.15M | Sell |
34,913
-1,817
| -5% | -$372K | 0.84% | 9 |
|
|
2019
Q1 | $7.1M | Buy |
36,730
+4,234
| +13% | +$819K | 0.81% | 17 |
|
|
2018
Q4 | $5.65M | Buy |
32,496
+19,992
| +160% | +$3.47M | 1.57% | 12 |
|
|
2018
Q3 | $879K | Buy |
12,504
+7,727
| +162% | +$543K | 0.39% | 62 |
|
|
2018
Q2 | $798K | Sell |
4,777
-285
| -6% | -$47.6K | 0.08% | 296 |
|
|
2018
Q1 | $827K | Sell |
5,062
-680
| -12% | -$111K | 0.08% | 272 |
|
|
2017
Q4 | $897K | Sell |
5,742
-690
| -11% | -$108K | 0.35% | 74 |
|
|
2017
Q3 | $943K | Buy |
6,432
+375
| +6% | +$55K | 0.32% | 73 |
|
|
2017
Q2 | $849K | Buy |
6,057
+4,770
| +371% | +$669K | 0.31% | 76 |
|
|
2017
Q1 | $165K | Buy |
+1,287
| New | +$165K | 0.06% | 91 |
|