Rockefeller Financial Services’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $814K | Hold |
20,848
| – | – | 0.01% | 243 |
|
|
2017
Q3 | $764K | Buy |
20,848
+18,400
| +752% | +$674K | 0.01% | 234 |
|
|
2017
Q2 | $86K | Hold |
2,448
| – | – | ﹤0.01% | 350 |
|
|
2017
Q1 | $79K | Hold |
2,448
| – | – | ﹤0.01% | 374 |
|
|
2016
Q4 | $73K | Buy |
2,448
+108
| +5% | +$3.22K | ﹤0.01% | 398 |
|
|
2016
Q3 | $72K | Hold |
2,340
| – | – | ﹤0.01% | 373 |
|
|
2016
Q2 | $76K | Sell |
2,340
-2,136
| -48% | -$69.4K | ﹤0.01% | 377 |
|
|
2016
Q1 | $132K | Buy |
4,476
+2,136
| +91% | +$63K | ﹤0.01% | 348 |
|
|
2015
Q4 | $61K | Hold |
2,340
| – | – | ﹤0.01% | 416 |
|
|
2015
Q3 | $57K | Hold |
2,340
| – | – | ﹤0.01% | 412 |
|
|
2015
Q2 | $57K | Hold |
2,340
| – | – | ﹤0.01% | 390 |
|
|
2015
Q1 | $61K | Hold |
2,340
| – | – | ﹤0.01% | 407 |
|
|
2014
Q4 | $62K | Hold |
2,340
| – | – | ﹤0.01% | 377 |
|
|
2014
Q3 | $55K | Sell |
2,340
-60
| -3% | -$1.41K | ﹤0.01% | 398 |
|
|
2014
Q2 | $61K | Buy |
2,400
+60
| +3% | +$1.53K | ﹤0.01% | 403 |
|
|
2014
Q1 | $56K | Sell |
2,340
-232
| -9% | -$5.55K | ﹤0.01% | 423 |
|
|
2013
Q4 | $55K | Buy |
+2,572
| New | +$55K | ﹤0.01% | 414 |
|