Wilson Kemp & Associates’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 | $221K | Sell |
9,400
-5,600
| -37% | -$132K | 2.02% | 24 |
|
|
2014
Q2 | $384K | Sell |
15,000
-16,000
| -52% | -$410K | 1.38% | 31 |
|
|
2014
Q1 | $741K | Hold |
31,000
| – | – | 1.93% | 16 |
|
|
2013
Q4 | $664K | Buy |
31,000
+5,600
| +22% | +$120K | 1.27% | 26 |
|
|
2013
Q3 | $509K | Sell |
25,400
-15,168
| -37% | -$304K | 1.12% | 30 |
|
|
2013
Q2 | $826K | Buy |
+40,568
| New | +$826K | 0.79% | 40 |
|