Confluence Investment Management’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
2018
Q4
$318K Buy
2017
Q4
Sell
2017
Q3
$207K Buy
2014
Q2
Sell
2014
Q1
$5.29M Buy
2013
Q4
$4.3M Buy
2013
Q3
$3.33M Buy
2013
Q2
$3.06M Buy