Wellesley Investment Partners’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 | – | Sell |
-6,540
| Closed | -$284K | – | 124 |
|
|
2018
Q4 | $284K | Sell |
6,540
-776
| -11% | -$33.7K | 0.1% | 98 |
|
|
2018
Q3 | $306K | Buy |
7,316
+8
| +0.1% | +$335 | 0.1% | 102 |
|
|
2018
Q2 | $305K | Buy |
7,308
+4
| +0.1% | +$167 | 0.11% | 99 |
|
|
2018
Q1 | $298K | Buy |
7,304
+668
| +10% | +$27.3K | 0.11% | 104 |
|
|
2017
Q4 | $259K | Buy |
6,636
+4
| +0.1% | +$156 | 0.1% | 105 |
|
|
2017
Q3 | $242K | Sell |
6,632
-28
| -0.4% | -$1.02K | 0.1% | 108 |
|
|
2017
Q2 | $233K | Buy |
6,660
+28
| +0.4% | +$980 | 0.1% | 105 |
|
|
2017
Q1 | $212K | Buy |
+6,632
| New | +$212K | 0.09% | 108 |
|
|
2016
Q4 | – | Sell |
-6,632
| Closed | -$202K | – | 108 |
|
|
2016
Q3 | $202K | Hold |
6,632
| – | – | 0.1% | 97 |
|
|
2016
Q2 | $216K | Buy |
+6,632
| New | +$216K | 0.12% | 92 |
|