U.S. Global Investors (USGI)’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,828
| Closed | -$412K | – | 151 |
|
|
2018
Q3 | $412K | Buy |
+9,828
| New | +$412K | 0.2% | 106 |
|
|
2016
Q2 | – | Sell |
-50,800
| Closed | -$1.5M | – | 178 |
|
|
2016
Q1 | $1.5M | Buy |
50,800
+1,200
| +2% | +$35.5K | 0.81% | 32 |
|
|
2015
Q4 | $1.29M | Buy |
49,600
+41,600
| +520% | +$1.08M | 0.67% | 45 |
|
|
2015
Q3 | $195K | Buy |
+8,000
| New | +$195K | 0.1% | 150 |
|
|
2014
Q2 | – | Sell |
-180,000
| Closed | -$4.3M | – | 310 |
|
|
2014
Q1 | $4.3M | Buy |
+180,000
| New | +$4.3M | 0.71% | 21 |
|