WEC
Winslow Evans & Crocker’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.9M | Buy |
65,955
+59,625
| +942% | +$3.52M | 0.74% | 27 |
|
|
2020
Q3 | $1.76M | Buy |
6,330
+374
| +6% | +$104K | 0.44% | 51 |
|
|
2020
Q2 | $1.43M | Buy |
5,956
+50
| +0.8% | +$12K | 0.38% | 60 |
|
|
2020
Q1 | $1.42M | Buy |
5,906
+12
| +0.2% | +$2.89K | 0.47% | 50 |
|
|
2019
Q4 | $1.43M | Sell |
5,894
-304
| -5% | -$73.7K | 0.36% | 64 |
|
|
2019
Q3 | $1.45M | Buy |
6,198
+108
| +2% | +$25.2K | 0.4% | 60 |
|
|
2019
Q2 | $1.25M | Buy |
6,090
+380
| +7% | +$77.9K | 0.35% | 63 |
|
|
2019
Q1 | $1.11M | Buy |
5,710
+354
| +7% | +$68.6K | 0.31% | 74 |
|
|
2018
Q4 | $932K | Buy |
5,356
+3,968
| +286% | +$690K | 0.31% | 73 |
|
|
2018
Q3 | $234K | Sell |
1,388
-102
| -7% | -$17.2K | 0.07% | 244 |
|
|
2018
Q2 | $252K | Hold |
1,490
| – | – | 0.08% | 226 |
|
|
2018
Q1 | $243K | Hold |
1,490
| – | – | 0.08% | 226 |
|
|
2017
Q4 | $233K | Buy |
1,490
+130
| +10% | +$20.3K | 0.07% | 237 |
|
|
2017
Q3 | $199K | Sell |
1,360
-35
| -3% | -$5.13K | 0.07% | 252 |
|
|
2017
Q2 | $195K | Buy |
1,395
+149
| +12% | +$20.9K | 0.05% | 319 |
|
|
2017
Q1 | $160K | Hold |
1,246
| – | – | 0.05% | 330 |
|
|
2016
Q4 | $149K | Sell |
1,246
-130
| -9% | -$15.5K | 0.05% | 331 |
|
|
2016
Q3 | $168K | Hold |
1,376
| – | – | 0.05% | 320 |
|
|
2016
Q2 | $179K | Buy |
1,376
+116
| +9% | +$15.1K | 0.05% | 293 |
|
|
2016
Q1 | $149K | Buy |
1,260
+320
| +34% | +$37.9K | 0.04% | 307 |
|
|
2015
Q4 | $97.7K | Hold |
940
| – | – | 0.03% | 401 |
|
|
2015
Q3 | $91.7K | Sell |
940
-80
| -8% | -$7.8K | 0.03% | 399 |
|
|
2015
Q2 | $100K | Hold |
1,020
| – | – | 0.03% | 424 |
|
|
2015
Q1 | $106K | Buy |
1,020
+120
| +13% | +$12.5K | 0.03% | 416 |
|
|
2014
Q4 | $95.6K | Hold |
900
| – | – | 0.03% | 425 |
|
|
2014
Q3 | $84.4K | Sell |
900
-35
| -4% | -$3.28K | 0.02% | 455 |
|
|
2014
Q2 | $95.8K | Buy |
935
+36
| +4% | +$3.69K | 0.03% | 369 |
|
|
2014
Q1 | $86K | Hold |
899
| – | – | 0.03% | 381 |
|
|
2013
Q4 | $77K | Buy |
+899
| New | +$77K | 0.03% | 439 |
|