KMS Financial Services’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $471K | Buy |
20,060
+324
| +2% | +$7.61K | 0.07% | 280 |
|
|
2014
Q2 | $506K | Sell |
19,736
-548
| -3% | -$14.1K | 0.07% | 265 |
|
|
2014
Q1 | $485K | Buy |
20,284
+2,896
| +17% | +$69.2K | 0.08% | 263 |
|
|
2013
Q4 | $372K | Buy |
17,388
+1,684
| +11% | +$36K | 0.06% | 324 |
|
|
2013
Q3 | $315K | Buy |
15,704
+580
| +4% | +$11.6K | 0.08% | 281 |
|
|
2013
Q2 | $308K | Buy |
+15,124
| New | +$308K | 0.09% | 256 |
|