Whitener 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
Q4 | – | Sell |
-1,424
| Closed | -$82K | – | 324 |
|
|
2019
Q3 | $82K | Sell |
1,424
-384
| -21% | -$22.1K | 0.05% | 185 |
|
|
2019
Q2 | $92K | Hold |
1,808
| – | – | 0.05% | 177 |
|
|
2019
Q1 | $87K | Hold |
1,808
| – | – | 0.06% | 170 |
|
|
2018
Q4 | $78K | Buy |
1,808
+784
| +77% | +$33.8K | 0.06% | 163 |
|
|
2018
Q3 | $42K | Buy |
+1,024
| New | +$42K | 0.03% | 219 |
|
|
2018
Q2 | – | Sell |
-960
| Closed | -$39K | – | 293 |
|
|
2018
Q1 | $39K | Buy |
+960
| New | +$39K | 0.03% | 221 |
|