Shelter Harbor Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-560,000
| Closed | -$33.9M | – | 13 |
|
|
2019
Q4 | $33.9M | Buy |
560,000
+160,000
| +40% | +$9.69M | 17.66% | 1 |
|
|
2019
Q3 | $23.3M | Sell |
400,000
-100,000
| -20% | -$5.82M | 11.77% | 1 |
|
|
2019
Q2 | $25.6M | Buy |
500,000
+300,000
| +150% | +$15.4M | 12.85% | 1 |
|
|
2019
Q1 | $9.67M | Sell |
200,000
-160,000
| -44% | -$7.73M | 4.9% | 7 |
|
|
2018
Q4 | $15.6M | Sell |
360,000
-80,000
| -18% | -$3.48M | 7.73% | 3 |
|
|
2018
Q3 | $18.4M | Buy |
+440,000
| New | +$18.4M | 14.65% | 1 |
|
|
2018
Q2 | – | Sell |
-480,000
| Closed | -$19.6M | – | 25 |
|
|
2018
Q1 | $19.6M | Buy |
480,000
+280,000
| +140% | +$11.4M | 9.98% | 1 |
|
|
2017
Q4 | $7.81M | Buy |
+200,000
| New | +$7.81M | 9.23% | 2 |
|