Stanford Investment Group’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-1,000
| Closed | -$30K | – | 184 |
|
2016
Q4 | $30K | Hold |
1,000
| – | – | 0.01% | 194 |
|
2016
Q3 | $31K | Hold |
1,000
| – | – | 0.01% | 207 |
|
2016
Q2 | $33K | Hold |
1,000
| – | – | 0.02% | 189 |
|
2016
Q1 | $30K | Hold |
1,000
| – | – | 0.02% | 196 |
|
2015
Q4 | $26K | Hold |
1,000
| – | – | 0.01% | 195 |
|
2015
Q3 | $24K | Hold |
1,000
| – | – | 0.02% | 204 |
|
2015
Q2 | $25K | Sell |
1,000
-800
| -44% | -$20K | 0.02% | 208 |
|
2015
Q1 | $47K | Hold |
1,800
| – | – | 0.04% | 138 |
|
2014
Q4 | $48K | Buy |
+1,800
| New | +$48K | 0.04% | 141 |
|