Aspiriant Holdings S3’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
Q4 | $2.59M | Sell |
99,852
-656
| -0.7% | -$17K | 1.12% | 35 |
|
|
2015
Q3 | $2.45M | Sell |
100,508
-920
| -0.9% | -$22.4K | 1.13% | 38 |
|
|
2015
Q2 | $2.49M | Sell |
101,428
-1,916
| -2% | -$47K | 0.99% | 41 |
|
|
2015
Q1 | $2.69M | Sell |
103,344
-1,272
| -1% | -$33.1K | 1.07% | 39 |
|
|
2014
Q4 | $2.78M | Sell |
104,616
-940
| -0.9% | -$25K | 1.15% | 38 |
|
|
2014
Q3 | $2.48M | Sell |
105,556
-3,520
| -3% | -$82.6K | 0.99% | 40 |
|
|
2014
Q2 | $2.8M | Sell |
109,076
-2,028
| -2% | -$52K | 1.11% | 38 |
|
|
2014
Q1 | $2.66M | Sell |
111,104
-75,396
| -40% | -$1.8M | 1.12% | 37 |
|
|
2013
Q4 | $3.99M | Sell |
186,500
-688
| -0.4% | -$14.7K | 1.57% | 28 |
|
|
2013
Q3 | $3.75M | Sell |
187,188
-21,468
| -10% | -$430K | 1.58% | 29 |
|
|
2013
Q2 | $4.25M | Buy |
+208,656
| New | +$4.25M | 1.92% | 15 |
|