Capital Impact 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-27,272
| Closed | -$814K | – | 199 |
|
|
2016
Q4 | $814K | Hold |
27,272
| – | – | 0.34% | 173 |
|
|
2016
Q3 | $834K | Hold |
27,272
| – | – | 0.36% | 158 |
|
|
2016
Q2 | $889K | Sell |
27,272
-34,344
| -56% | -$1.12M | 0.42% | 122 |
|
|
2016
Q1 | $1.82M | Buy |
61,616
+2,696
| +5% | +$79.8K | 0.87% | 7 |
|
|
2015
Q4 | $1.53M | Hold |
58,920
| – | – | 0.73% | 25 |
|
|
2015
Q3 | $1.44M | Hold |
58,920
| – | – | 0.73% | 35 |
|
|
2015
Q2 | $1.44M | Hold |
58,920
| – | – | 0.66% | 36 |
|
|
2015
Q1 | $1.53M | Buy |
+58,920
| New | +$1.53M | 0.7% | 30 |
|