Columbia Partners Investment 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 | – | Sell |
-5,664
| Closed | -$231K | – | 205 |
|
|
2018
Q1 | $231K | Buy |
5,664
+200
| +4% | +$8.16K | 0.03% | 217 |
|
|
2017
Q4 | $213K | Sell |
5,464
-8
| -0.1% | -$312 | 0.03% | 209 |
|
|
2017
Q3 | $200K | Buy |
+5,472
| New | +$200K | 0.03% | 236 |
|
|
2017
Q2 | – | Sell |
-13,408
| Closed | -$430K | – | 261 |
|
|
2017
Q1 | $430K | Sell |
13,408
-14,744
| -52% | -$473K | 0.05% | 223 |
|
|
2016
Q4 | $840K | Sell |
28,152
-8
| -0% | -$239 | 0.07% | 248 |
|
|
2016
Q3 | $861K | Buy |
+28,160
| New | +$861K | 0.07% | 252 |
|
|
2014
Q4 | – | Sell |
-138,360
| Closed | -$3.25M | – | 349 |
|
|
2014
Q3 | $3.25M | Buy |
138,360
+2,356
| +2% | +$55.3K | 0.17% | 161 |
|
|
2014
Q2 | $3.48M | Buy |
+136,004
| New | +$3.48M | 0.16% | 178 |
|