Lehman Financial Resources’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $48.3M | Buy |
1,153,132
+27,156
| +2% | +$1.14M | 22.66% | 1 |
|
|
2018
Q2 | $47M | Sell |
1,125,976
-58,740
| -5% | -$2.45M | 23.7% | 1 |
|
|
2018
Q1 | $48.4M | Buy |
1,184,716
+147,084
| +14% | +$6.01M | 24.78% | 1 |
|
|
2017
Q4 | $40.5M | Sell |
1,037,632
-26,464
| -2% | -$1.03M | 21.05% | 1 |
|
|
2017
Q3 | $39M | Buy |
1,064,096
+6,912
| +0.7% | +$253K | 19.82% | 1 |
|
|
2017
Q2 | $37M | Sell |
1,057,184
-75,364
| -7% | -$2.64M | 20.82% | 1 |
|
|
2017
Q1 | $36.3M | Buy |
1,132,548
+228
| +0% | +$7.32K | 20.1% | 1 |
|
|
2016
Q4 | $33.8M | Buy |
1,132,320
+21,140
| +2% | +$631K | 19.27% | 1 |
|
|
2016
Q3 | $34M | Sell |
1,111,180
-670,024
| -38% | -$20.5M | 19.64% | 1 |
|
|
2016
Q2 | $58.1M | Buy |
1,781,204
+67,320
| +4% | +$2.19M | 29.15% | 1 |
|
|
2016
Q1 | $50.7M | Sell |
1,713,884
-422,272
| -20% | -$12.5M | 27.06% | 1 |
|
|
2015
Q4 | $55.5M | Sell |
2,136,156
-355,892
| -14% | -$9.24M | 29.9% | 1 |
|
|
2015
Q3 | $60.8M | Sell |
2,492,048
-264,704
| -10% | -$6.46M | 30.94% | 1 |
|
|
2015
Q2 | $67.6M | Sell |
2,756,752
-55,644
| -2% | -$1.36M | 32.72% | 1 |
|
|
2015
Q1 | $73.2M | Buy |
2,812,396
+541,992
| +24% | +$14.1M | 33.62% | 1 |
|
|
2014
Q4 | $60.3M | Sell |
2,270,404
-374,688
| -14% | -$9.96M | 29.61% | 1 |
|
|
2014
Q3 | $62.1M | Sell |
2,645,092
-252,100
| -9% | -$5.92M | 32.39% | 1 |
|
|
2014
Q2 | $74.2M | Sell |
2,897,192
-17,232
| -0.6% | -$441K | 35.36% | 1 |
|
|
2014
Q1 | $69.7M | Buy |
2,914,424
+655,556
| +29% | +$15.7M | 36.03% | 1 |
|
|
2013
Q4 | $48.4M | Sell |
2,258,868
-86,392
| -4% | -$1.85M | 29.88% | 1 |
|
|
2013
Q3 | $47M | Sell |
2,345,260
-240,988
| -9% | -$4.83M | 30.13% | 1 |
|
|
2013
Q2 | $52.7M | Buy |
+2,586,248
| New | +$52.7M | 35.65% | 1 |
|