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VSR Financial Services’s NextEra Energy NEE Stock Holding History

VSR Financial Services’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		$401K Buy
12,296
+3,540
+40% +$106K 0.07% 314
2016
Q1 		$259K Sell
8,756
-8
-0.1% -$225 0.03% 460
2015
Q4 		$228K Buy
+8,764
New +$222K 0.02% 493
2014
Q3 		– Sell
-10,484
Closed -$269K – 607
2014
Q2 		$269K Buy
10,484
+4
+0% +$97 0.03% 459
2014
Q1 		$250K Buy
10,480
+668
+7% +$15.1K 0.04% 481
2013
Q4 		$210K Buy
+9,812
New +$207K 0.03% 506

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BIT
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BFA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return