Kovitz Investment Group’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
Q4 | $3.31M | Sell |
127,396
-1,600
| -1% | -$41.6K | 0.2% | 47 |
|
|
2015
Q3 | $3.15M | Sell |
128,996
-2,400
| -2% | -$58.5K | 0.18% | 46 |
|
|
2015
Q2 | $3.22M | Sell |
131,396
-800
| -0.6% | -$19.6K | 0.18% | 48 |
|
|
2015
Q1 | $3.44M | Sell |
132,196
-800
| -0.6% | -$20.8K | 0.19% | 44 |
|
|
2014
Q4 | $3.53M | Sell |
132,996
-2,200
| -2% | -$58.5K | 0.17% | 46 |
|
|
2014
Q3 | $3.17M | Sell |
135,196
-1,200
| -0.9% | -$28.2K | 0.16% | 44 |
|
|
2014
Q2 | $3.49M | Sell |
136,396
-9,000
| -6% | -$231K | 0.18% | 46 |
|
|
2014
Q1 | $2.82M | Buy |
145,396
+7,400
| +5% | +$144K | 0.15% | 52 |
|
|
2013
Q4 | $2.95M | Sell |
137,996
-5,000
| -3% | -$107K | 0.13% | 47 |
|
|
2013
Q3 | $2.87M | Sell |
142,996
-5,000
| -3% | -$100K | 0.14% | 43 |
|
|
2013
Q2 | $3.02M | Buy |
+147,996
| New | +$3.02M | 0.15% | 41 |
|