Kanaly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $131K | Buy |
4,396
+144
| +3% | +$4.29K | 0.03% | 176 |
|
|
2016
Q3 | $130K | Hold |
4,252
| – | – | 0.03% | 182 |
|
|
2016
Q2 | $139K | Sell |
4,252
-4
| -0.1% | -$131 | 0.03% | 180 |
|
|
2016
Q1 | $126K | Buy |
4,256
+84
| +2% | +$2.49K | 0.03% | 182 |
|
|
2015
Q4 | $108K | Sell |
4,172
-88
| -2% | -$2.28K | 0.02% | 202 |
|
|
2015
Q3 | $104K | Buy |
4,260
+152
| +4% | +$3.71K | 0.02% | 205 |
|
|
2015
Q2 | $101K | Sell |
4,108
-8,000
| -66% | -$197K | 0.02% | 214 |
|
|
2015
Q1 | $315K | Sell |
12,108
-4,000
| -25% | -$104K | 0.06% | 131 |
|
|
2014
Q4 | $428K | Buy |
16,108
+28
| +0.2% | +$744 | 0.09% | 125 |
|
|
2014
Q3 | $377K | Hold |
16,080
| – | – | 0.07% | 139 |
|
|
2014
Q2 | $412K | Buy |
16,080
+24
| +0.1% | +$615 | 0.08% | 142 |
|
|
2014
Q1 | $384K | Sell |
16,056
-176
| -1% | -$4.21K | 0.07% | 146 |
|
|
2013
Q4 | $347K | Sell |
16,232
-172
| -1% | -$3.68K | 0.07% | 151 |
|
|
2013
Q3 | $328K | Buy |
16,404
+172
| +1% | +$3.44K | 0.09% | 71 |
|
|
2013
Q2 | $330K | Buy |
+16,232
| New | +$330K | 0.1% | 64 |
|