Vantage Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $231K | Buy |
6,096
+588
| +11% | +$22.3K | 0.05% | 140 |
|
|
2018
Q2 | $230K | Hold |
5,508
| – | – | 0.06% | 136 |
|
|
2018
Q1 | $225K | Sell |
5,508
-4,608
| -46% | -$188K | 0.06% | 136 |
|
|
2017
Q4 | $395K | Buy |
10,116
+4,608
| +84% | +$180K | 0.09% | 113 |
|
|
2017
Q3 | $202K | Buy |
5,508
+164
| +3% | +$6.02K | 0.05% | 136 |
|
|
2017
Q2 | $187K | Buy |
5,344
+80
| +2% | +$2.8K | 0.05% | 135 |
|
|
2017
Q1 | $169K | Hold |
5,264
| – | – | 0.06% | 137 |
|
|
2016
Q4 | $157K | Hold |
5,264
| – | – | 0.06% | 130 |
|
|
2016
Q3 | $161K | Sell |
5,264
-1,240
| -19% | -$37.9K | 0.07% | 124 |
|
|
2016
Q2 | $212K | Sell |
6,504
-96
| -1% | -$3.13K | 0.09% | 117 |
|
|
2016
Q1 | $195K | Buy |
6,600
+160
| +2% | +$4.73K | 0.09% | 121 |
|
|
2015
Q4 | $167K | Hold |
6,440
| – | – | 0.08% | 122 |
|
|
2015
Q3 | $157K | Hold |
6,440
| – | – | 0.09% | 125 |
|
|
2015
Q2 | $158K | Sell |
6,440
-3,760
| -37% | -$92.2K | 0.09% | 130 |
|
|
2015
Q1 | $265K | Buy |
10,200
+3,760
| +58% | +$97.7K | 0.08% | 139 |
|
|
2014
Q4 | $171K | Buy |
6,440
+200
| +3% | +$5.31K | 0.1% | 122 |
|
|
2014
Q3 | $146K | Hold |
6,240
| – | – | 0.09% | 128 |
|
|
2014
Q2 | $160K | Hold |
6,240
| – | – | 0.1% | 122 |
|
|
2014
Q1 | $149K | Hold |
6,240
| – | – | 0.1% | 121 |
|
|
2013
Q4 | $134K | Buy |
+6,240
| New | +$134K | 0.09% | 127 |
|