Alerus Investment Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $415K | Buy |
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|
2015
Q4 | $351K | Hold |
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|
2015
Q3 | $330K | Hold |
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|
2015
Q2 | $352K | Hold |
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|
2015
Q1 | $352K | Hold |
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|
2014
Q4 | $359K | Hold |
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|
2014
Q3 | $317K | Sell |
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|
2014
Q2 | $350K | Buy |
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|
2014
Q1 | $323K | Hold |
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|
2013
Q4 | $289K | Hold |
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|
2013
Q3 | $271K | Hold |
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|
2013
Q2 | $275K | Buy |
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