Wealthfront’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 | $3.53M | Sell |
84,124
-2,300
| -3% | -$96.4K | 0.03% | 85 |
|
2018
Q2 | $3.61M | Sell |
86,424
-31,420
| -27% | -$1.31M | 0.04% | 82 |
|
2018
Q1 | $4.81M | Buy |
117,844
+27,772
| +31% | +$1.13M | 0.05% | 64 |
|
2017
Q4 | $3.52M | Buy |
90,072
+18,208
| +25% | +$711K | 0.04% | 74 |
|
2017
Q3 | $2.63M | Buy |
71,864
+7,772
| +12% | +$285K | 0.03% | 86 |
|
2017
Q2 | $2.25M | Buy |
64,092
+16,552
| +35% | +$580K | 0.03% | 86 |
|
2017
Q1 | $1.53M | Buy |
47,540
+14,504
| +44% | +$466K | 0.03% | 105 |
|
2016
Q4 | $987K | Buy |
33,036
+1,916
| +6% | +$57.2K | 0.02% | 118 |
|
2016
Q3 | $952K | Buy |
31,120
+2,928
| +10% | +$89.6K | 0.02% | 108 |
|
2016
Q2 | $919K | Buy |
28,192
+6,240
| +28% | +$203K | 0.03% | 103 |
|
2016
Q1 | $649K | Buy |
21,952
+8,932
| +69% | +$264K | 0.02% | 123 |
|
2015
Q4 | $338K | Buy |
13,020
+2,628
| +25% | +$68.2K | 0.01% | 197 |
|
2015
Q3 | $253K | Sell |
10,392
-2,552
| -20% | -$62.1K | 0.01% | 234 |
|
2015
Q2 | $317K | Buy |
12,944
+3,672
| +40% | +$89.9K | 0.01% | 181 |
|
2015
Q1 | $241K | Buy |
9,272
+2,176
| +31% | +$56.6K | 0.01% | 206 |
|
2014
Q4 | $189K | Buy |
7,096
+712
| +11% | +$19K | 0.01% | 226 |
|
2014
Q3 | $150K | Buy |
6,384
+840
| +15% | +$19.7K | 0.01% | 205 |
|
2014
Q2 | $136K | Buy |
5,544
+2,064
| +59% | +$50.6K | 0.01% | 166 |
|
2014
Q1 | $83K | Buy |
+3,480
| New | +$83K | 0.01% | 167 |
|