SFPIA
Stevens First Principles Investment Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $6.23M | Sell |
30,405
-95
| -0.3% | -$19.5K | 3.62% | 7 |
|
|
2019
Q1 | $5.9M | Sell |
30,500
-415
| -1% | -$80.2K | 3.51% | 7 |
|
|
2018
Q4 | $5.37M | Sell |
30,915
-136
| -0.4% | -$23.6K | 3.64% | 6 |
|
|
2018
Q3 | $5.2M | Sell |
31,051
-75
| -0.2% | -$12.6K | 2.99% | 10 |
|
|
2018
Q2 | $5.2M | Sell |
31,126
-620
| -2% | -$104K | 3.13% | 10 |
|
|
2018
Q1 | $5.19M | Sell |
31,746
-179
| -0.6% | -$29.2K | 3.17% | 9 |
|
|
2017
Q4 | $4.99M | Sell |
31,925
-30
| -0.1% | -$4.69K | 2.68% | 11 |
|
|
2017
Q3 | $4.68M | Sell |
31,955
-134
| -0.4% | -$19.6K | 2.55% | 12 |
|
|
2017
Q2 | $4.5M | Sell |
32,089
-595
| -2% | -$83.4K | 2.65% | 11 |
|
|
2017
Q1 | $4.2M | Sell |
32,684
-149
| -0.5% | -$19.1K | 2.67% | 12 |
|
|
2016
Q4 | $3.92M | Hold |
32,833
| – | – | 2.72% | 11 |
|
|
2016
Q3 | $4.02M | Sell |
32,833
-455
| -1% | -$55.7K | 2.9% | 11 |
|
|
2016
Q2 | $4.34M | Sell |
33,288
-130
| -0.4% | -$17K | 3.24% | 9 |
|
|
2016
Q1 | $3.96M | Sell |
33,418
-1,134
| -3% | -$134K | 3.19% | 11 |
|
|
2015
Q4 | $3.59M | Sell |
34,552
-105
| -0.3% | -$10.9K | 3.05% | 11 |
|
|
2015
Q3 | $3.38M | Sell |
34,657
-175
| -0.5% | -$17.1K | 2.7% | 12 |
|
|
2015
Q2 | $3.42M | Sell |
34,832
-770
| -2% | -$75.5K | 2.21% | 14 |
|
|
2015
Q1 | $3.7M | Sell |
35,602
-40
| -0.1% | -$4.16K | 2.39% | 14 |
|
|
2014
Q4 | $3.79M | Sell |
35,642
-765
| -2% | -$81.3K | 2.5% | 11 |
|
|
2014
Q3 | $3.42M | Sell |
36,407
-35
| -0.1% | -$3.29K | 1.91% | 19 |
|
|
2014
Q2 | $3.74M | Sell |
36,442
-230
| -0.6% | -$23.6K | 2.05% | 18 |
|
|
2014
Q1 | $3.51M | Sell |
36,672
-417
| -1% | -$39.9K | 2.27% | 17 |
|
|
2013
Q4 | $3.18M | Sell |
37,089
-685
| -2% | -$58.7K | 1.88% | 20 |
|
|
2013
Q3 | $3.03M | Sell |
37,774
-145
| -0.4% | -$11.6K | 1.8% | 21 |
|
|
2013
Q2 | $3.09M | Buy |
+37,919
| New | +$3.09M | 2.18% | 17 |
|