Stifel Trust’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $4.3M | Sell |
182,960
-11,204
| -6% | -$263K | 0.82% | 55 |
|
2014
Q2 | $4.98M | Sell |
194,164
-3,812
| -2% | -$97.7K | 0.93% | 44 |
|
2014
Q1 | $4.73M | Sell |
197,976
-10,308
| -5% | -$246K | 0.89% | 48 |
|
2013
Q4 | $4.46M | Sell |
208,284
-1,760
| -0.8% | -$37.7K | 0.84% | 49 |
|
2013
Q3 | $4.21M | Sell |
210,044
-8,788
| -4% | -$176K | 0.84% | 48 |
|
2013
Q2 | $4.46M | Buy |
+218,832
| New | +$4.46M | 0.92% | 45 |
|