PacWest Financial Management’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
$18.9M Buy
2016
Q3
$1.92M Sell
2016
Q2
$2.06M Sell
2016
Q1
$1.88M Sell
2015
Q4
$1.67M Hold
2015
Q3
$1.57M Buy
2015
Q2
$484K Hold
2015
Q1
$484K Hold
2014
Q4
$494K Sell
2014
Q3
$464K Buy
2014
Q2
$443K Buy
2014
Q1
$394K Sell
2013
Q4
$360 Hold
2013
Q3
$337K Hold
2013
Q2
$343K Buy