Rockefeller Financial Services’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $814K | Hold |
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|
2017
Q3 | $764K | Buy |
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|
2017
Q2 | $86K | Hold |
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|
2017
Q1 | $79K | Hold |
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|
2016
Q4 | $73K | Buy |
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|
2016
Q3 | $72K | Hold |
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|
2016
Q2 | $76K | Sell |
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|
2016
Q1 | $132K | Buy |
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|
2015
Q4 | $61K | Hold |
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|
2015
Q3 | $57K | Hold |
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|
2015
Q2 | $57K | Hold |
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|
2015
Q1 | $61K | Hold |
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|
2014
Q4 | $62K | Hold |
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|
2014
Q3 | $55K | Sell |
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|
2014
Q2 | $61K | Buy |
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|
2014
Q1 | $56K | Sell |
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|
2013
Q4 | $55K | Buy |
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