Lebenthal Holdings’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
Q2 | $14.3M | Buy |
438,156
+351,984
| +408% | +$11.5M | 1.77% | 3 |
|
|
2016
Q1 | $2.55M | Buy |
86,172
+26,984
| +46% | +$798K | 0.45% | 67 |
|
|
2015
Q4 | $1.54M | Sell |
59,188
-3,560
| -6% | -$92.5K | 0.36% | 110 |
|
|
2015
Q3 | $1.53M | Sell |
62,748
-9,680
| -13% | -$236K | 0.35% | 117 |
|
|
2015
Q2 | $1.8M | Buy |
72,428
+18,036
| +33% | +$448K | 0.37% | 119 |
|
|
2015
Q1 | $1.41M | Buy |
54,392
+14,952
| +38% | +$389K | 0.33% | 124 |
|
|
2014
Q4 | $1.05M | Buy |
+39,440
| New | +$1.05M | 0.46% | 58 |
|