RIG
NEE.PRJ

Roosevelt Investment Group’s NEXTERA ENERGY CAPITAL HOLDINGS, INC. NEE.PRJ Stock Holding History

Roosevelt Investment Group’s Portfolio NEE.PRJ Stock Details NEE.PRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-12,800
Closed -$283K – 215
2018
Q4 		$283K Hold
12,800
– – 0.03% 164
2018
Q3 		$302K Hold
12,800
– – 0.03% 137
2018
Q2 		$321K Hold
12,800
– – 0.03% 128
2018
Q1 		$317K Hold
12,800
– – 0.03% 136
2017
Q4 		$319K Sell
12,800
-1,700
-12% -$42.8K 0.03% 151
2017
Q3 		$365K Hold
14,500
– – 0.03% 151
2017
Q2 		$370K Sell
14,500
-10
-0.1% -$250 0.03% 154
2017
Q1 		$358K Hold
14,510
– – 0.03% 163
2016
Q4 		$316K Buy
14,510
+2,500
+21% +$59K 0.03% 162
2016
Q3 		$307K Buy
12,010
+2,000
+20% +$51.5K 0.02% 154
2016
Q2 		$262K Buy
+10,010
New +$256K 0.02% 169

Other funds holding NEE.PRJ

PT
Plimoth Trust Plymouth, Massachusetts $501M AUM 35.9% 1-Year Est. Return

Roosevelt Investment Group's NEE.PRJ Position: Q1 2019 in Review

Roosevelt Investment Group sold out of NEXTERA ENERGY CAPITAL HOLDINGS, INC. (NEE.PRJ) in Q1 2019, closing a stake of 12,800 shares — an estimated $283K sold.

Roosevelt Investment Group first reported a position in NEE.PRJ in Q2 2016 and held it in 11 quarters. The position peaked at $370K in Q2 2017. 1 fund tracked by Wall St. Rank holds NEE.PRJ as of Q1 2019.

  • Roosevelt Investment Group reported no remaining NEXTERA ENERGY CAPITAL HOLDINGS, INC. position as of Q1 2019 after selling out during the quarter.
  • Roosevelt Investment Group sold 12,800 NEXTERA ENERGY CAPITAL HOLDINGS, INC. shares in Q1 2019, an estimated $283K.
  • Roosevelt Investment Group first reported a position in NEXTERA ENERGY CAPITAL HOLDINGS, INC. in Q2 2016 and held it in 11 quarters.
  • Roosevelt Investment Group's NEXTERA ENERGY CAPITAL HOLDINGS, INC. position peaked at $370K in Q2 2017.
  • 1 fund tracked by Wall St. Rank held NEXTERA ENERGY CAPITAL HOLDINGS, INC. as of Q1 2019.

Based on Roosevelt Investment Group's 13F filing for Q1 2019, filed 9 May 2019.