SRSA
S.R. Schill & Associates’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-11,800
| Closed | -$865K | – | 92 |
|
|
2021
Q2 | $865K | Hold |
11,800
| – | – | 0.34% | 36 |
|
|
2021
Q1 | $892K | Sell |
11,800
-2,700
| -19% | -$204K | 0.39% | 35 |
|
|
2020
Q4 | $1.12M | Buy |
14,500
+10,875
| +300% | +$839K | 0.52% | 25 |
|
|
2020
Q3 | $1.01M | Hold |
3,625
| – | – | 0.51% | 23 |
|
|
2020
Q2 | $871K | Hold |
3,625
| – | – | 0.51% | 27 |
|
|
2020
Q1 | $872K | Hold |
3,625
| – | – | 0.58% | 26 |
|
|
2019
Q4 | $878K | Hold |
3,625
| – | – | 0.48% | 38 |
|
|
2019
Q3 | $845K | Hold |
3,625
| – | – | 0.47% | 37 |
|
|
2019
Q2 | $743K | Hold |
3,625
| – | – | 0.46% | 39 |
|
|
2019
Q1 | $701K | Hold |
3,625
| – | – | 0.42% | 44 |
|
|
2018
Q4 | $630K | Hold |
3,625
| – | – | 0.44% | 41 |
|
|
2018
Q3 | $608K | Hold |
3,625
| – | – | 0.37% | 44 |
|
|
2018
Q2 | $605K | Hold |
3,625
| – | – | 0.37% | 46 |
|
|
2018
Q1 | $592K | Hold |
3,625
| – | – | 0.37% | 49 |
|
|
2017
Q4 | $566K | Hold |
3,625
| – | – | 0.35% | 48 |
|
|
2017
Q3 | $531K | Hold |
3,625
| – | – | 0.32% | 47 |
|
|
2017
Q2 | $508K | Hold |
3,625
| – | – | 0.32% | 46 |
|
|
2017
Q1 | $465K | Hold |
3,625
| – | – | 0.3% | 49 |
|
|
2016
Q4 | $433K | Hold |
3,625
| – | – | 0.28% | 49 |
|
|
2016
Q3 | $443K | Hold |
3,625
| – | – | 0.29% | 52 |
|
|
2016
Q2 | $473K | Hold |
3,625
| – | – | 0.32% | 44 |
|
|
2016
Q1 | $429K | Hold |
3,625
| – | – | 0.29% | 46 |
|
|
2015
Q4 | $377K | Hold |
3,625
| – | – | 0.26% | 51 |
|
|
2015
Q3 | $354K | Hold |
3,625
| – | – | 0.25% | 55 |
|
|
2015
Q2 | $355K | Hold |
3,625
| – | – | 0.24% | 57 |
|
|
2015
Q1 | $377K | Hold |
3,625
| – | – | 0.25% | 47 |
|
|
2014
Q4 | $385K | Buy |
+3,625
| New | +$385K | 0.35% | 40 |
|