Williams Jones & Associates’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
Q2 | $3.34M | Buy |
65,152
+808
| +1% | +$41.4K | 0.07% | 132 |
|
|
2019
Q1 | $3.11M | Sell |
64,344
-5,248
| -8% | -$254K | 0.07% | 137 |
|
|
2018
Q4 | $3.02M | Buy |
69,592
+18,896
| +37% | +$821K | 0.08% | 132 |
|
|
2018
Q3 | $2.12M | Sell |
50,696
-1,264
| -2% | -$53K | 0.04% | 171 |
|
|
2018
Q2 | $2.17M | Buy |
51,960
+520
| +1% | +$21.7K | 0.05% | 168 |
|
|
2018
Q1 | $2.1M | Sell |
51,440
-2,856
| -5% | -$117K | 0.05% | 172 |
|
|
2017
Q4 | $2.12M | Buy |
54,296
+80
| +0.1% | +$3.12K | 0.05% | 177 |
|
|
2017
Q3 | $1.99M | Sell |
54,216
-2,860
| -5% | -$105K | 0.05% | 180 |
|
|
2017
Q2 | $2M | Sell |
57,076
-6,148
| -10% | -$215K | 0.05% | 181 |
|
|
2017
Q1 | $2.03M | Sell |
63,224
-36,084
| -36% | -$1.16M | 0.05% | 179 |
|
|
2016
Q4 | $2.97M | Buy |
99,308
+700
| +0.7% | +$20.9K | 0.08% | 153 |
|
|
2016
Q3 | $3.02M | Sell |
98,608
-720
| -0.7% | -$22K | 0.09% | 141 |
|
|
2016
Q2 | $3.24M | Sell |
99,328
-9,700
| -9% | -$316K | 0.1% | 136 |
|
|
2016
Q1 | $3.23M | Buy |
109,028
+10,520
| +11% | +$311K | 0.15% | 101 |
|
|
2015
Q4 | $2.56M | Buy |
98,508
+4,172
| +4% | +$108K | 0.12% | 115 |
|
|
2015
Q3 | $2.3M | Buy |
94,336
+32,948
| +54% | +$804K | 0.1% | 133 |
|
|
2015
Q2 | $1.5M | Sell |
61,388
-36,408
| -37% | -$892K | 0.06% | 169 |
|
|
2015
Q1 | $2.54M | Sell |
97,796
-15,852
| -14% | -$412K | 0.1% | 143 |
|
|
2014
Q4 | $3.02M | Buy |
113,648
+91,456
| +412% | +$2.43M | 0.12% | 131 |
|
|
2014
Q3 | $521K | Buy |
22,192
+144
| +0.7% | +$3.38K | 0.02% | 209 |
|
|
2014
Q2 | $565K | Sell |
22,048
-98,344
| -82% | -$2.52M | 0.03% | 205 |
|
|
2014
Q1 | $2.88M | Buy |
120,392
+100,636
| +509% | +$2.41M | 0.06% | 163 |
|
|
2013
Q4 | $423K | Sell |
19,756
-10,000
| -34% | -$214K | 0.02% | 205 |
|
|
2013
Q3 | $596K | Sell |
29,756
-41,708
| -58% | -$835K | 0.03% | 180 |
|
|
2013
Q2 | $1.46M | Buy |
+71,464
| New | +$1.46M | 0.07% | 151 |
|