Santa Barbara Asset Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $233M | Sell |
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|
2018
Q4 | $213M | Buy |
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|
2018
Q3 | $203M | Sell |
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|
2018
Q2 | $204M | Sell |
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|
2018
Q1 | $207M | Buy |
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|
2017
Q4 | $197M | Sell |
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|
2017
Q3 | $187M | Buy |
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|
2017
Q2 | $178M | Sell |
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|
2017
Q1 | $165M | Buy |
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|
2016
Q4 | $151M | Sell |
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|
2016
Q3 | $158M | Buy |
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|
2016
Q2 | $167M | Buy |
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|
2016
Q1 | $151M | Sell |
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|
2015
Q4 | $136M | Buy |
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|
2015
Q3 | $124M | Sell |
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|
2015
Q2 | $126M | Buy |
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|
2015
Q1 | $107M | Buy |
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|
2014
Q4 | $107M | Buy |
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|
2014
Q3 | $93.6M | Sell |
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|
2014
Q2 | $102M | Sell |
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|
2014
Q1 | $96.7M | Sell |
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|
2013
Q4 | $87.4M | Sell |
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|
2013
Q3 | $82.4M | Sell |
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|
2013
Q2 | $110M | Buy |
|