San Francisco Sentry Investment Group’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $799K | Sell |
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|
2021
Q1 | $824K | Sell |
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|
2020
Q4 | $861K | Buy |
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|
2020
Q3 | $755K | Sell |
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|
2020
Q2 | $667K | Sell |
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|
2020
Q1 | $793K | Sell |
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|
2019
Q4 | $1M | Sell |
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|
2019
Q3 | $2.08M | Sell |
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|
2019
Q2 | $1.83M | Sell |
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|
2019
Q1 | $1.92M | Sell |
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|
2018
Q4 | $1.76M | Sell |
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|
2018
Q3 | $1.69M | Buy |
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|
2018
Q2 | $1.68M | Sell |
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|
2018
Q1 | $2.83M | Buy |
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|
2017
Q4 | $2.69M | Sell |
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|
2017
Q3 | $2.85M | Buy |
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|
2017
Q2 | $2.39M | Buy |
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|
2017
Q1 | $1.53M | Sell |
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|
2016
Q4 | $1.44M | Buy |
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|
2016
Q3 | $1.33M | Buy |
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|
2016
Q2 | $1.42M | Buy |
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|
2016
Q1 | $1.14M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $55K | Buy |
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|
2013
Q4 | $48K | Buy |
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|
2013
Q3 | $40K | Buy |
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|
2013
Q2 | $34K | Buy |
|