Allen Investment Management’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
Q2 | – | Sell |
-1,400,000
| Closed | -$36.4M | – | 231 |
|
|
2015
Q1 | $36.4M | Sell |
1,400,000
-300,000
| -18% | -$7.8M | 2.67% | 9 |
|
|
2014
Q4 | $45.2M | Sell |
1,700,000
-200,000
| -11% | -$5.31M | 3.41% | 4 |
|
|
2014
Q3 | $44.6M | Buy |
1,900,000
+1,084,404
| +133% | +$25.5M | 3.7% | 4 |
|
|
2014
Q2 | $20.9M | Hold |
815,596
| – | – | 2.19% | 18 |
|
|
2014
Q1 | $19.5M | Buy |
+815,596
| New | +$19.5M | 3.02% | 8 |
|