Winfield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,200
| Closed | -$194K | – | 137 |
|
|
2019
Q4 | $194K | Hold |
3,200
| – | – | 0.09% | 131 |
|
|
2019
Q3 | $186K | Hold |
3,200
| – | – | 0.09% | 132 |
|
|
2019
Q2 | $164K | Buy |
+3,200
| New | +$164K | 0.09% | 120 |
|
|
2018
Q1 | – | Sell |
-4,760
| Closed | -$186K | – | 453 |
|
|
2017
Q4 | $186K | Buy |
4,760
+2,600
| +120% | +$102K | 0.09% | 124 |
|
|
2017
Q3 | $80K | Hold |
2,160
| – | – | 0.04% | 158 |
|
|
2017
Q2 | $76K | Hold |
2,160
| – | – | 0.04% | 158 |
|
|
2017
Q1 | $69K | Sell |
2,160
-120
| -5% | -$3.83K | 0.04% | 162 |
|
|
2016
Q4 | $69K | Sell |
2,280
-44
| -2% | -$1.33K | 0.04% | 161 |
|
|
2016
Q3 | $71K | Hold |
2,324
| – | – | 0.04% | 155 |
|
|
2016
Q2 | $75K | Buy |
2,324
+164
| +8% | +$5.29K | 0.05% | 150 |
|
|
2016
Q1 | $64K | Buy |
2,160
+560
| +35% | +$16.6K | 0.04% | 152 |
|
|
2015
Q4 | $42K | Buy |
+1,600
| New | +$42K | 0.03% | 165 |
|