Visionary Asset Management’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 | – | Sell |
-5,812
| Closed | -$243K | – | 315 |
|
|
2018
Q2 | $243K | Buy |
+5,812
| New | +$243K | 0.08% | 219 |
|
|
2017
Q4 | – | Sell |
-5,720
| Closed | -$210K | – | 298 |
|
|
2017
Q3 | $210K | Buy |
+5,720
| New | +$210K | 0.06% | 224 |
|
|
2014
Q3 | – | Sell |
-412
| Closed | -$11K | – | 263 |
|
|
2014
Q2 | $11K | Buy |
+412
| New | +$11K | ﹤0.01% | 262 |
|