Emerson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $427K | Sell |
14,440
-600
| -4% | -$17.7K | 0.08% | 100 |
|
|
2015
Q4 | $391K | Hold |
15,040
| – | – | 0.08% | 103 |
|
|
2015
Q3 | $367K | Buy |
15,040
+1,280
| +9% | +$31.2K | 0.07% | 106 |
|
|
2015
Q2 | $337K | Hold |
13,760
| – | – | 0.06% | 120 |
|
|
2015
Q1 | $358K | Buy |
13,760
+800
| +6% | +$20.8K | 0.07% | 122 |
|
|
2014
Q4 | $344K | Hold |
12,960
| – | – | 0.07% | 126 |
|
|
2014
Q3 | $304K | Sell |
12,960
-2,740
| -17% | -$64.3K | 0.06% | 133 |
|
|
2014
Q2 | $402K | Hold |
15,700
| – | – | 0.08% | 123 |
|
|
2014
Q1 | $375K | Hold |
15,700
| – | – | 0.08% | 116 |
|
|
2013
Q4 | $336K | Hold |
15,700
| – | – | 0.07% | 122 |
|
|
2013
Q3 | $315K | Sell |
15,700
-1,800
| -10% | -$36.1K | 0.07% | 119 |
|
|
2013
Q2 | $356K | Buy |
+17,500
| New | +$356K | 0.08% | 109 |
|