Aldebaran Financial’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-8,308
| Closed | -$215K | – | 102 |
|
|
2015
Q4 | $215K | Hold |
8,308
| – | – | 0.2% | 90 |
|
|
2015
Q3 | $203K | Hold |
8,308
| – | – | 0.19% | 96 |
|
|
2015
Q2 | $204K | Hold |
8,308
| – | – | 0.17% | 102 |
|
|
2015
Q1 | $216K | Hold |
8,308
| – | – | 0.19% | 102 |
|
|
2014
Q4 | $221K | Buy |
+8,308
| New | +$221K | 0.19% | 103 |
|
|
2014
Q3 | – | Sell |
-14,108
| Closed | -$361K | – | 121 |
|
|
2014
Q2 | $361K | Hold |
14,108
| – | – | 0.28% | 94 |
|
|
2014
Q1 | $337K | Hold |
14,108
| – | – | 0.29% | 94 |
|
|
2013
Q4 | $302K | Buy |
+14,108
| New | +$302K | 0.29% | 91 |
|