Catawba Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $309K | Buy |
7,408
+2,200
| +42% | +$91.8K | 0.07% | 167 |
|
|
2018
Q1 | $213K | Hold |
5,208
| – | – | 0.05% | 199 |
|
|
2017
Q4 | $203K | Buy |
+5,208
| New | +$203K | 0.05% | 208 |
|
|
2017
Q3 | – | Sell |
-6,748
| Closed | -$236K | – | 226 |
|
|
2017
Q2 | $236K | Buy |
6,748
+268
| +4% | +$9.37K | 0.05% | 207 |
|
|
2017
Q1 | $208K | Buy |
+6,480
| New | +$208K | 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% | -$23.7K | 0.05% | 216 |
|
|
2015
Q4 | $201K | Buy |
+7,720
| New | +$201K | 0.05% | 220 |
|