Tiedemann 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $5.8M | Sell |
177,788
-19,080
| -10% | -$622K | 1.07% | 24 |
|
|
2016
Q1 | $5.82M | Sell |
196,868
-86,060
| -30% | -$2.55M | 0.9% | 25 |
|
|
2015
Q4 | $7.35M | Buy |
+282,928
| New | +$7.35M | 1.07% | 27 |
|
|
2013
Q3 | – | Sell |
-12,800
| Closed | -$260K | – | 101 |
|
|
2013
Q2 | $260K | Buy |
+12,800
| New | +$260K | 0.04% | 99 |
|