WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $947K | Buy |
27,020
+2,224
| +9% | +$77.9K | 0.21% | 112 |
|
|
2017
Q1 | $796K | Sell |
24,796
-2,020
| -8% | -$64.8K | 0.21% | 112 |
|
|
2016
Q4 | $801K | Buy |
26,816
+5,748
| +27% | +$172K | 0.2% | 128 |
|
|
2016
Q3 | $644K | Sell |
21,068
-3,312
| -14% | -$101K | 0.16% | 151 |
|
|
2016
Q2 | $795K | Buy |
24,380
+576
| +2% | +$18.8K | 0.21% | 116 |
|
|
2016
Q1 | $704K | Buy |
23,804
+1,624
| +7% | +$48K | 0.2% | 121 |
|
|
2015
Q4 | $576K | Buy |
22,180
+124
| +0.6% | +$3.22K | 0.17% | 145 |
|
|
2015
Q3 | $538K | Sell |
22,056
-1,188
| -5% | -$29K | 0.17% | 141 |
|
|
2015
Q2 | $570K | Sell |
23,244
-3,348
| -13% | -$82.1K | 0.16% | 142 |
|
|
2015
Q1 | $692K | Sell |
26,592
-21,768
| -45% | -$566K | 0.19% | 122 |
|
|
2014
Q4 | $1.29M | Sell |
48,360
-4,320
| -8% | -$115K | 0.26% | 79 |
|
|
2014
Q3 | $1.24M | Buy |
52,680
+2,756
| +6% | +$64.7K | 0.24% | 95 |
|
|
2014
Q2 | $1.28M | Buy |
49,924
+2,532
| +5% | +$64.9K | 0.24% | 97 |
|
|
2014
Q1 | $1.13M | Buy |
47,392
+68
| +0.1% | +$1.63K | 0.23% | 97 |
|
|
2013
Q4 | $1.01M | Buy |
47,324
+4,836
| +11% | +$104K | 0.14% | 166 |
|
|
2013
Q3 | $851K | Sell |
42,488
-204
| -0.5% | -$4.09K | 0.13% | 186 |
|
|
2013
Q2 | $870K | Buy |
+42,692
| New | +$870K | 0.14% | 170 |
|