Dynamic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-26,320
| Closed | -$964K | – | 288 |
|
|
2017
Q3 | $964K | Buy |
+26,320
| New | +$964K | 0.28% | 101 |
|
|
2016
Q4 | – | Sell |
-8,000
| Closed | -$245K | – | 429 |
|
|
2016
Q3 | $245K | Sell |
8,000
-37,600
| -82% | -$1.15M | 0.03% | 341 |
|
|
2016
Q2 | $1.49M | Buy |
+45,600
| New | +$1.49M | 0.17% | 209 |
|
|
2015
Q4 | – | Sell |
-15,600
| Closed | -$380K | – | 411 |
|
|
2015
Q3 | $380K | Buy |
+15,600
| New | +$380K | 0.1% | 269 |
|
|
2015
Q1 | – | Sell |
-10,400
| Closed | -$276K | – | 323 |
|
|
2014
Q4 | $276K | Buy |
10,400
+836
| +9% | +$22.2K | 0.15% | 192 |
|
|
2014
Q3 | $224K | Buy |
+9,564
| New | +$224K | 0.06% | 304 |
|