Shelter Insurance Retirement Plan’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-49,200
| Closed | -$2.52M | – | 28 |
|
|
2019
Q2 | $2.52M | Hold |
49,200
| – | – | 1.27% | 35 |
|
|
2019
Q1 | $2.38M | Hold |
49,200
| – | – | 1.23% | 36 |
|
|
2018
Q4 | $2.14M | Sell |
49,200
-3,600
| -7% | -$156K | 1.2% | 35 |
|
|
2018
Q3 | $2.21M | Hold |
52,800
| – | – | 1.02% | 40 |
|
|
2018
Q2 | $2.21M | Sell |
52,800
-6,400
| -11% | -$267K | 1.06% | 40 |
|
|
2018
Q1 | $2.42M | Buy |
59,200
+12,800
| +28% | +$523K | 1.12% | 37 |
|
|
2017
Q4 | $1.81M | Hold |
46,400
| – | – | 0.8% | 39 |
|
|
2017
Q3 | $1.7M | Buy |
+46,400
| New | +$1.7M | 0.79% | 39 |
|