National Penn Investors Trust’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 | – | Sell |
-8,476
| Closed | -$207K | – | 236 |
|
|
2015
Q3 | $207K | Sell |
8,476
-620
| -7% | -$15.1K | 0.02% | 203 |
|
|
2015
Q2 | $223K | Sell |
9,096
-1,524
| -14% | -$37.4K | 0.02% | 209 |
|
|
2015
Q1 | $276K | Buy |
10,620
+1,200
| +13% | +$31.2K | 0.03% | 184 |
|
|
2014
Q4 | $250K | Buy |
9,420
+324
| +4% | +$8.6K | 0.03% | 164 |
|
|
2014
Q3 | $213K | Hold |
9,096
| – | – | 0.03% | 168 |
|
|
2014
Q2 | $233K | Buy |
9,096
+436
| +5% | +$11.2K | 0.03% | 163 |
|
|
2014
Q1 | $207K | Sell |
8,660
-1,312
| -13% | -$31.4K | 0.02% | 186 |
|
|
2013
Q4 | $213K | Buy |
+9,972
| New | +$213K | 0.02% | 214 |
|
|
2013
Q3 | – | Sell |
-9,920
| Closed | -$202K | – | 221 |
|
|
2013
Q2 | $202K | Buy |
+9,920
| New | +$202K | 0.03% | 202 |
|