OMCS
Old Mutual Customised Solutions’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $1.6M | Buy |
9,600
+900
| +10% | +$150K | 0.16% | 153 |
|
|
2018
Q1 | $1.42M | Hold |
8,700
| – | – | 0.15% | 182 |
|
|
2017
Q4 | $1.36M | Hold |
8,700
| – | – | 0.14% | 184 |
|
|
2017
Q3 | $1.28M | Hold |
8,700
| – | – | 0.17% | 143 |
|
|
2017
Q2 | $1.22M | Hold |
8,700
| – | – | 0.18% | 143 |
|
|
2017
Q1 | $1.12M | Buy |
8,700
+2,000
| +30% | +$257K | 0.17% | 147 |
|
|
2016
Q4 | $800K | Buy |
6,700
+3,600
| +116% | +$430K | 0.15% | 181 |
|
|
2016
Q3 | $379K | Sell |
3,100
-1,200
| -28% | -$147K | 0.11% | 221 |
|
|
2016
Q2 | $561K | Sell |
4,300
-7,000
| -62% | -$913K | 0.14% | 178 |
|
|
2016
Q1 | $1.34M | Sell |
11,300
-1,300
| -10% | -$154K | 0.35% | 63 |
|
|
2015
Q4 | $1.31M | Hold |
12,600
| – | – | 0.33% | 69 |
|
|
2015
Q3 | $1.23M | Buy |
12,600
+800
| +7% | +$78K | 0.33% | 69 |
|
|
2015
Q2 | $1.16M | Buy |
11,800
+900
| +8% | +$88.2K | 0.27% | 85 |
|
|
2015
Q1 | $1.13M | Buy |
10,900
+4,200
| +63% | +$437K | 0.27% | 79 |
|
|
2014
Q4 | $712K | Buy |
6,700
+800
| +14% | +$85K | 0.2% | 115 |
|
|
2014
Q3 | $554K | Sell |
5,900
-900
| -13% | -$84.5K | 0.16% | 141 |
|
|
2014
Q2 | $697K | Sell |
6,800
-500
| -7% | -$51.3K | 0.17% | 133 |
|
|
2014
Q1 | $698K | Hold |
7,300
| – | – | 0.18% | 126 |
|
|
2013
Q4 | $625K | Hold |
7,300
| – | – | 0.16% | 140 |
|
|
2013
Q3 | $585K | Buy |
7,300
+400
| +6% | +$32.1K | 0.17% | 140 |
|
|
2013
Q2 | $562K | Buy |
+6,900
| New | +$562K | 0.16% | 130 |
|