CCM
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Catawba Capital Management’s NextEra Energy NEE Stock Holding History

Catawba Capital Management’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		$309K Buy
7,408
+2,200
+42% +$88.8K 0.07% 167
2018
Q1 		$213K Hold
5,208
– – 0.05% 199
2017
Q4 		$203K Buy
+5,208
New +$201K 0.05% 208
2017
Q3 		– Sell
-6,748
Closed -$236K – 226
2017
Q2 		$236K Buy
6,748
+268
+4% +$9.16K 0.05% 207
2017
Q1 		$208K Buy
+6,480
New +$204K 0.05% 241
2016
Q3 		– Sell
-6,920
Closed -$226K – 248
2016
Q2 		$226K Hold
6,920
– – 0.05% 210
2016
Q1 		$205K Sell
6,920
-800
-10% -$22.5K 0.05% 216
2015
Q4 		$201K Buy
+7,720
New +$195K 0.05% 220

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