SBA
Secrest Blakey & Associates’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $833K | Sell |
3,000
-2,000
| -40% | -$555K | 1.91% | 18 |
|
|
2020
Q2 | $1.2M | Sell |
5,000
-36
| -0.7% | -$8.65K | 2.9% | 10 |
|
|
2020
Q1 | $1.21M | Hold |
5,036
| – | – | 3.3% | 7 |
|
|
2019
Q4 | $1.22M | Buy |
5,036
+1
| +0% | +$242 | 2.68% | 11 |
|
|
2019
Q3 | $1.17M | Hold |
5,035
| – | – | 0.97% | 29 |
|
|
2019
Q2 | $1.03M | Buy |
+5,035
| New | +$1.03M | 0.9% | 32 |
|
|
2019
Q1 | – | Sell |
-5,000
| Closed | -$869K | – | 123 |
|
|
2018
Q4 | $869K | Hold |
5,000
| – | – | 0.73% | 40 |
|
|
2018
Q3 | $838K | Hold |
5,000
| – | – | 0.65% | 43 |
|
|
2018
Q2 | $835K | Hold |
5,000
| – | – | 0.66% | 38 |
|
|
2018
Q1 | $817K | Sell |
5,000
-100
| -2% | -$16.3K | 0.7% | 36 |
|
|
2017
Q4 | $797K | Buy |
+5,100
| New | +$797K | 0.65% | 39 |
|