Winslow Evans & Crocker’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.9M | Buy |
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|
2020
Q3 | $1.76M | Buy |
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|
2020
Q2 | $1.43M | Buy |
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|
2020
Q1 | $1.42M | Buy |
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|
2019
Q4 | $1.43M | Sell |
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|
2019
Q3 | $1.45M | Buy |
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|
2019
Q2 | $1.25M | Buy |
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|
2019
Q1 | $1.11M | Buy |
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|
2018
Q4 | $932K | Buy |
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|
2018
Q3 | $234K | Sell |
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|
2018
Q2 | $252K | Hold |
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|
2018
Q1 | $243K | Hold |
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|
2017
Q4 | $233K | Buy |
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|
2017
Q3 | $199K | Sell |
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|
2017
Q2 | $195K | Buy |
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|
2017
Q1 | $160K | Hold |
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|
2016
Q4 | $149K | Sell |
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|
2016
Q3 | $168K | Hold |
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|
2016
Q2 | $179K | Buy |
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|
2016
Q1 | $149K | Buy |
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|
2015
Q4 | $97.7K | Hold |
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|
2015
Q3 | $91.7K | Sell |
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|
2015
Q2 | $100K | Hold |
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|
2015
Q1 | $106K | Buy |
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|
2014
Q4 | $95.6K | Hold |
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|
2014
Q3 | $84.4K | Sell |
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|
2014
Q2 | $95.8K | Buy |
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|
2014
Q1 | $86K | Hold |
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|
2013
Q4 | $77K | Buy |
|