Steward Partners Investment Advisory’s NextEra Energy, Inc. NEE.PRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,267
| Closed | -$82K | – | 2866 |
|
|
2019
Q2 | $82K | Buy |
+1,267
| New | +$82K | ﹤0.01% | 1135 |
|
|
2018
Q4 | – | Sell |
-266
| Closed | -$15K | – | 2522 |
|
|
2018
Q3 | $15K | Buy |
266
+200
| +303% | +$11.3K | ﹤0.01% | 1712 |
|
|
2018
Q2 | $4K | Hold |
66
| – | – | ﹤0.01% | 2096 |
|
|
2018
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 1968 |
|
|
2017
Q4 | $3K | Hold |
66
| – | – | ﹤0.01% | 1671 |
|
|
2017
Q3 | $3K | Hold |
66
| – | – | ﹤0.01% | 1448 |
|
|
2017
Q2 | $3K | Hold |
66
| – | – | ﹤0.01% | 1377 |
|
|
2017
Q1 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 1275 |
|