Caldwell & Orkin’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $205K | Buy |
+5,600
| New | +$205K | 0.21% | 58 |
|
|
2016
Q4 | – | Sell |
-10,652
| Closed | -$326K | – | 78 |
|
|
2016
Q3 | $326K | Hold |
10,652
| – | – | 0.22% | 49 |
|
|
2016
Q2 | $347K | Sell |
10,652
-80,400
| -88% | -$2.62M | 0.15% | 55 |
|
|
2016
Q1 | $2.69M | Buy |
91,052
+80,400
| +755% | +$2.38M | 1.09% | 28 |
|
|
2015
Q4 | $277K | Hold |
10,652
| – | – | 0.1% | 50 |
|
|
2015
Q3 | $260K | Hold |
10,652
| – | – | 0.17% | 56 |
|
|
2015
Q2 | $261K | Hold |
10,652
| – | – | 0.15% | 65 |
|
|
2015
Q1 | $277K | Buy |
+10,652
| New | +$277K | 0.15% | 68 |
|