SEI Investments’s NextEra Energy, Inc. NEE.PRQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-216
| Closed | -$16K | – | 3810 |
|
|
2018
Q2 | $16K | Sell |
216
-731
| -77% | -$52.5K | ﹤0.01% | 2872 |
|
|
2018
Q1 | $69K | Hold |
947
| – | – | ﹤0.01% | 2253 |
|
|
2017
Q4 | $66K | Buy |
947
+731
| +338% | +$50.6K | ﹤0.01% | 2267 |
|
|
2017
Q3 | $14K | Buy |
+216
| New | +$14.3K | ﹤0.01% | 2607 |
|