Confluence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,316
| Closed | -$318K | – | 314 |
|
|
2018
Q4 | $318K | Buy |
+7,316
| New | +$318K | 0.01% | 262 |
|
|
2017
Q4 | – | Sell |
-5,652
| Closed | -$207K | – | 245 |
|
|
2017
Q3 | $207K | Buy |
+5,652
| New | +$207K | ﹤0.01% | 232 |
|
|
2014
Q2 | – | Sell |
-221,144
| Closed | -$5.29M | – | 265 |
|
|
2014
Q1 | $5.29M | Buy |
221,144
+20,084
| +10% | +$480K | 0.27% | 85 |
|
|
2013
Q4 | $4.3M | Buy |
201,060
+34,952
| +21% | +$748K | 0.24% | 101 |
|
|
2013
Q3 | $3.33M | Buy |
166,108
+15,740
| +10% | +$315K | 0.21% | 106 |
|
|
2013
Q2 | $3.06M | Buy |
+150,368
| New | +$3.06M | 0.21% | 105 |
|