SWM
SVA Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.54M | Buy |
20,001
+16,793
| +523% | +$1.3M | 0.13% | 114 |
|
|
2020
Q3 | $890K | Buy |
3,208
+480
| +18% | +$133K | 0.09% | 125 |
|
|
2020
Q2 | $655K | Buy |
2,728
+145
| +6% | +$34.8K | 0.07% | 136 |
|
|
2020
Q1 | $621K | Buy |
2,583
+284
| +12% | +$68.3K | 0.07% | 131 |
|
|
2019
Q4 | $557K | Sell |
2,299
-137
| -6% | -$33.2K | 0.05% | 143 |
|
|
2019
Q3 | $567K | Buy |
2,436
+463
| +23% | +$108K | 0.06% | 140 |
|
|
2019
Q2 | $404K | Hold |
1,973
| – | – | 0.04% | 161 |
|
|
2019
Q1 | $381K | Buy |
1,973
+125
| +7% | +$24.1K | 0.04% | 167 |
|
|
2018
Q4 | $321K | Hold |
1,848
| – | – | 0.04% | 171 |
|
|
2018
Q3 | $310K | Sell |
1,848
-40
| -2% | -$6.71K | 0.03% | 182 |
|
|
2018
Q2 | $315K | Sell |
1,888
-52
| -3% | -$8.68K | 0.03% | 178 |
|
|
2018
Q1 | $284K | Buy |
1,940
+14
| +0.7% | +$2.05K | 0.04% | 184 |
|
|
2017
Q4 | $301K | Sell |
1,926
-14
| -0.7% | -$2.19K | 0.04% | 179 |
|
|
2017
Q3 | $284K | Buy |
1,940
+92
| +5% | +$13.5K | 0.04% | 184 |
|
|
2017
Q2 | $259K | Hold |
1,848
| – | – | 0.03% | 181 |
|
|
2017
Q1 | $237K | Sell |
1,848
-400
| -18% | -$51.3K | 0.03% | 179 |
|
|
2016
Q4 | $268K | Buy |
2,248
+100
| +5% | +$11.9K | 0.04% | 173 |
|
|
2016
Q3 | $263K | Sell |
2,148
-263
| -11% | -$32.2K | 0.04% | 174 |
|
|
2016
Q2 | $314K | Sell |
2,411
-141
| -6% | -$18.4K | 0.05% | 167 |
|
|
2016
Q1 | $302K | Hold |
2,552
| – | – | 0.05% | 166 |
|
|
2015
Q4 | $265K | Sell |
2,552
-105
| -4% | -$10.9K | 0.05% | 189 |
|
|
2015
Q3 | $259K | Sell |
2,657
-191
| -7% | -$18.6K | 0.05% | 184 |
|
|
2015
Q2 | $279K | Buy |
2,848
+224
| +9% | +$21.9K | 0.05% | 181 |
|
|
2015
Q1 | $273K | Buy |
2,624
+703
| +37% | +$73.1K | 0.05% | 185 |
|
|
2014
Q4 | $204K | Buy |
+1,921
| New | +$204K | 0.07% | 177 |
|