LAM
Lebenthal Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $13.4M | Buy |
104,278
+210
| +0.2% | +$27K | 1.66% | 4 |
|
|
2016
Q4 | $12.4M | Buy |
104,068
+480
| +0.5% | +$57.3K | 1.6% | 6 |
|
|
2016
Q3 | $12.7M | Sell |
103,588
-1,210
| -1% | -$148K | 1.64% | 4 |
|
|
2016
Q2 | $13.7M | Buy |
104,798
+100,317
| +2,239% | +$13.1M | 1.77% | 3 |
|
|
2016
Q1 | $530K | Buy |
+4,481
| New | +$530K | 0.21% | 64 |
|