Friedberg 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | $2.44M | Sell |
66,700
-83,360
| -56% | -$3.05M | 3.95% | 5 |
|
2017
Q2 | $5.26M | Buy |
150,060
+18,404
| +14% | +$645K | 2.25% | 15 |
|
2017
Q1 | $4.23M | Sell |
131,656
-2,520
| -2% | -$80.9K | 1.79% | 19 |
|
2016
Q4 | $4.01M | Buy |
134,176
+15,108
| +13% | +$451K | 1.83% | 19 |
|
2016
Q3 | $3.64M | Sell |
119,068
-1,800
| -1% | -$55K | 1.57% | 22 |
|
2016
Q2 | $3.94M | Hold |
120,868
| – | – | 1.86% | 16 |
|
2016
Q1 | $3.58M | Buy |
120,868
+4,000
| +3% | +$118K | 1.78% | 19 |
|
2015
Q4 | $3.04M | Sell |
116,868
-7,880
| -6% | -$205K | 1.48% | 24 |
|
2015
Q3 | $3.04M | Sell |
124,748
-1,320
| -1% | -$32.2K | 1.45% | 28 |
|
2015
Q2 | $3.09M | Sell |
126,068
-1,592
| -1% | -$39K | 1.17% | 30 |
|
2015
Q1 | $3.32M | Sell |
127,660
-320
| -0.3% | -$8.32K | 1.21% | 29 |
|
2014
Q4 | $3.4M | Buy |
127,980
+960
| +0.8% | +$25.5K | 1.33% | 27 |
|
2014
Q3 | $2.98M | Sell |
127,020
-2,840
| -2% | -$66.7K | 1.15% | 38 |
|
2014
Q2 | $3.33M | Hold |
129,860
| – | – | 1.21% | 31 |
|
2014
Q1 | $3.1M | Buy |
129,860
+1,000
| +0.8% | +$23.9K | 1.21% | 30 |
|
2013
Q4 | $2.76M | Sell |
128,860
-1,160
| -0.9% | -$24.8K | 1.12% | 33 |
|
2013
Q3 | $2.61M | Hold |
130,020
| – | – | 1.13% | 36 |
|
2013
Q2 | $2.65M | Buy |
+130,020
| New | +$2.65M | 1.19% | 33 |
|