KMS Financial Services’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$471K Buy
2014
Q2
$506K Sell
2014
Q1
$485K Buy
2013
Q4
$372K Buy
2013
Q3
$315K Buy
2013
Q2
$308K Buy