Weatherstone Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $219K | Buy |
+4,540
| New | +$219K | 0.23% | 76 |
|
|
2017
Q1 | – | Sell |
-11,132
| Closed | -$332K | – | 96 |
|
|
2016
Q4 | $332K | Hold |
11,132
| – | – | 0.22% | 51 |
|
|
2016
Q3 | $340K | Hold |
11,132
| – | – | 0.28% | 49 |
|
|
2016
Q2 | $363K | Hold |
11,132
| – | – | 0.31% | 45 |
|
|
2016
Q1 | $329K | Hold |
11,132
| – | – | 0.24% | 55 |
|
|
2015
Q4 | $289K | Hold |
11,132
| – | – | 0.33% | 57 |
|
|
2015
Q3 | $271K | Hold |
11,132
| – | – | 0.25% | 45 |
|
|
2015
Q2 | $273K | Hold |
11,132
| – | – | 0.24% | 58 |
|
|
2015
Q1 | $291K | Hold |
11,132
| – | – | 0.18% | 59 |
|
|
2014
Q4 | $300K | Hold |
11,132
| – | – | 0.18% | 53 |
|
|
2014
Q3 | $260K | Hold |
11,132
| – | – | 0.14% | 46 |
|
|
2014
Q2 | $285K | Hold |
11,132
| – | – | 0.08% | 58 |
|
|
2014
Q1 | $264K | Hold |
11,132
| – | – | 0.08% | 47 |
|
|
2013
Q4 | $237K | Hold |
11,132
| – | – | 0.05% | 63 |
|
|
2013
Q3 | $223K | Hold |
11,132
| – | – | 0.06% | 50 |
|
|
2013
Q2 | $224K | Buy |
+11,132
| New | +$224K | 0.1% | 44 |
|