RCG
Ruggie Capital Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,491
| Closed | -$250K | – | 514 |
|
|
2018
Q3 | $250K | Sell |
1,491
-42
| -3% | -$7.04K | 0.17% | 85 |
|
|
2018
Q2 | $256K | Buy |
1,533
+42
| +3% | +$7.01K | 0.13% | 94 |
|
|
2018
Q1 | $244K | Hold |
1,491
| – | – | 0.13% | 76 |
|
|
2017
Q4 | $233K | Hold |
1,491
| – | – | 0.15% | 72 |
|
|
2017
Q3 | $219K | Hold |
1,491
| – | – | 0.14% | 63 |
|
|
2017
Q2 | $209K | Hold |
1,491
| – | – | 0.14% | 65 |
|
|
2017
Q1 | $191K | Buy |
+1,491
| New | +$191K | 0.14% | 62 |
|
|
2016
Q4 | – | Sell |
-1,491
| Closed | -$182K | – | 174 |
|
|
2016
Q3 | $182K | Hold |
1,491
| – | – | 0.16% | 56 |
|
|
2016
Q2 | $194K | Hold |
1,491
| – | – | 0.18% | 58 |
|
|
2016
Q1 | $176K | Buy |
+1,491
| New | +$176K | 0.18% | 46 |
|
|
2015
Q4 | – | Sell |
-1,491
| Closed | -$156K | – | 115 |
|
|
2015
Q3 | $156K | Hold |
1,491
| – | – | 0.15% | 49 |
|
|
2015
Q2 | $146K | Hold |
1,491
| – | – | 0.12% | 55 |
|
|
2015
Q1 | $155K | Hold |
1,491
| – | – | 0.19% | 39 |
|
|
2014
Q4 | $158K | Buy |
+1,491
| New | +$158K | 0.14% | 47 |
|