Advance Capital I’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-34,400
| Closed | -$843K | – | 230 |
|
|
2015
Q2 | $843K | Buy |
+34,400
| New | +$843K | 0.56% | 49 |
|
|
2015
Q1 | – | Sell |
-61,200
| Closed | -$1.63M | – | 198 |
|
|
2014
Q4 | $1.63M | Buy |
+61,200
| New | +$1.63M | 0.86% | 29 |
|
|
2014
Q1 | – | Sell |
-9,520
| Closed | -$204K | – | 244 |
|
|
2013
Q4 | $204K | Buy |
+9,520
| New | +$204K | 0.1% | 272 |
|
|
2013
Q3 | – | Sell |
-40,200
| Closed | -$819K | – | 365 |
|
|
2013
Q2 | $819K | Buy |
+40,200
| New | +$819K | 0.4% | 73 |
|