Alerus Investment Advisors’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 | $415K | Buy |
14,036
+516
| +4% | +$15.3K | 0.07% | 111 |
|
|
2015
Q4 | $351K | Hold |
13,520
| – | – | 0.06% | 115 |
|
|
2015
Q3 | $330K | Hold |
13,520
| – | – | 0.06% | 109 |
|
|
2015
Q2 | $352K | Hold |
13,520
| – | – | 0.06% | 112 |
|
|
2015
Q1 | $352K | Hold |
13,520
| – | – | 0.06% | 112 |
|
|
2014
Q4 | $359K | Hold |
13,520
| – | – | 0.06% | 110 |
|
|
2014
Q3 | $317K | Sell |
13,520
-140
| -1% | -$3.28K | 0.05% | 111 |
|
|
2014
Q2 | $350K | Buy |
13,660
+140
| +1% | +$3.59K | 0.06% | 113 |
|
|
2014
Q1 | $323K | Hold |
13,520
| – | – | 0.07% | 116 |
|
|
2013
Q4 | $289K | Hold |
13,520
| – | – | 0.06% | 115 |
|
|
2013
Q3 | $271K | Hold |
13,520
| – | – | 0.05% | 116 |
|
|
2013
Q2 | $275K | Buy |
+13,520
| New | +$275K | 0.04% | 119 |
|