Whitnell & Co’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 | $1.83M | Hold |
30,228
| – | – | 0.56% | 56 |
|
2019
Q3 | $1.76M | Sell |
30,228
-600
| -2% | -$35K | 0.59% | 55 |
|
2019
Q2 | $1.58M | Hold |
30,828
| – | – | 0.59% | 55 |
|
2019
Q1 | $1.49M | Sell |
30,828
-800
| -3% | -$38.7K | 0.57% | 54 |
|
2018
Q4 | $1.37M | Sell |
31,628
-596
| -2% | -$25.9K | 0.61% | 50 |
|
2018
Q3 | $1.35M | Sell |
32,224
-6,024
| -16% | -$252K | 0.53% | 53 |
|
2018
Q2 | $1.6M | Sell |
38,248
-1,464
| -4% | -$61.1K | 0.66% | 47 |
|
2018
Q1 | $1.62M | Sell |
39,712
-520
| -1% | -$21.2K | 0.68% | 46 |
|
2017
Q4 | $1.57M | Sell |
40,232
-4,600
| -10% | -$180K | 0.66% | 50 |
|
2017
Q3 | $1.64M | Sell |
44,832
-280
| -0.6% | -$10.3K | 0.72% | 50 |
|
2017
Q2 | $1.58M | Hold |
45,112
| – | – | 0.7% | 50 |
|
2017
Q1 | $1.45M | Buy |
45,112
+1,160
| +3% | +$37.2K | 0.65% | 53 |
|
2016
Q4 | $1.31M | Sell |
43,952
-10,068
| -19% | -$301K | 0.61% | 56 |
|
2016
Q3 | $1.65M | Sell |
54,020
-4,312
| -7% | -$132K | 0.56% | 51 |
|
2016
Q2 | $1.9M | Hold |
58,332
| – | – | 0.62% | 47 |
|
2016
Q1 | $1.73M | Hold |
58,332
| – | – | 0.64% | 48 |
|
2015
Q4 | $1.52M | Sell |
58,332
-400
| -0.7% | -$10.4K | 0.57% | 54 |
|
2015
Q3 | $1.43M | Sell |
58,732
-300
| -0.5% | -$7.32K | 0.56% | 54 |
|
2015
Q2 | $1.45M | Hold |
59,032
| – | – | 0.52% | 56 |
|
2015
Q1 | $1.54M | Sell |
59,032
-2,000
| -3% | -$52K | 0.57% | 49 |
|
2014
Q4 | $1.62M | Buy |
61,032
+800
| +1% | +$21.3K | 0.61% | 50 |
|
2014
Q3 | $1.41M | Hold |
60,232
| – | – | 0.56% | 49 |
|
2014
Q2 | $1.54M | Sell |
60,232
-1,600
| -3% | -$41K | 0.71% | 44 |
|
2014
Q1 | $1.48M | Sell |
61,832
-3,600
| -6% | -$86.1K | 0.69% | 46 |
|
2013
Q4 | $1.4M | Sell |
65,432
-400
| -0.6% | -$8.57K | 0.64% | 48 |
|
2013
Q3 | $1.32M | Hold |
65,832
| – | – | 0.65% | 48 |
|
2013
Q2 | $1.34M | Buy |
+65,832
| New | +$1.34M | 0.67% | 46 |
|