Stewardship Financial 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
Q3 | – | Sell |
-6,152
| Closed | -$369K | – | 83 |
|
|
2020
Q2 | $369K | Hold |
6,152
| – | – | 0.16% | 39 |
|
|
2020
Q1 | $370K | Sell |
6,152
-300
| -5% | -$18K | 0.19% | 37 |
|
|
2019
Q4 | $391K | Hold |
6,452
| – | – | 0.14% | 40 |
|
|
2019
Q3 | $376K | Hold |
6,452
| – | – | 0.16% | 39 |
|
|
2019
Q2 | $330K | Hold |
6,452
| – | – | 0.14% | 43 |
|
|
2019
Q1 | $312K | Sell |
6,452
-124
| -2% | -$6K | 0.14% | 41 |
|
|
2018
Q4 | $286K | Sell |
6,576
-500
| -7% | -$21.7K | 0.15% | 40 |
|
|
2018
Q3 | $296K | Sell |
7,076
-96
| -1% | -$4.02K | 0.14% | 42 |
|
|
2018
Q2 | $299K | Buy |
7,172
+60
| +0.8% | +$2.5K | 0.15% | 41 |
|
|
2018
Q1 | $290K | Hold |
7,112
| – | – | 0.14% | 41 |
|
|
2017
Q4 | $278K | Buy |
7,112
+824
| +13% | +$32.2K | 0.14% | 43 |
|
|
2017
Q3 | $230K | Hold |
6,288
| – | – | 0.13% | 41 |
|
|
2017
Q2 | $220K | Hold |
6,288
| – | – | 0.13% | 43 |
|
|
2017
Q1 | $202K | Buy |
+6,288
| New | +$202K | 0.13% | 44 |
|