Family Capital Trust’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-33,232
| Closed | -$883K | – | 90 |
|
2014
Q4 | $883K | Sell |
33,232
-256
| -0.8% | -$6.8K | 0.46% | 34 |
|
2014
Q3 | $786K | Buy |
33,488
+5,300
| +19% | +$124K | 0.43% | 35 |
|
2014
Q2 | $722K | Buy |
28,188
+8,388
| +42% | +$215K | 0.37% | 40 |
|
2014
Q1 | $473K | Sell |
19,800
-3,080
| -13% | -$73.6K | 0.26% | 40 |
|
2013
Q4 | $490K | Sell |
22,880
-1,696
| -7% | -$36.3K | 0.27% | 42 |
|
2013
Q3 | $492K | Sell |
24,576
-1,024
| -4% | -$20.5K | 0.3% | 49 |
|
2013
Q2 | $521K | Buy |
+25,600
| New | +$521K | 0.33% | 47 |
|