Wood Asset Management’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
Q4 | – | Sell |
-89,908
| Closed | -$2.11M | – | 50 |
|
2014
Q3 | $2.11M | Sell |
89,908
-4,328
| -5% | -$102K | 0.78% | 39 |
|
2014
Q2 | $2.41M | Sell |
94,236
-12,916
| -12% | -$331K | 0.82% | 43 |
|
2014
Q1 | $2.56M | Sell |
107,152
-18,508
| -15% | -$442K | 0.82% | 49 |
|
2013
Q4 | $2.69M | Sell |
125,660
-15,520
| -11% | -$332K | 0.77% | 50 |
|
2013
Q3 | $2.83M | Sell |
141,180
-9,728
| -6% | -$195K | 0.81% | 49 |
|
2013
Q2 | $3.07M | Buy |
+150,908
| New | +$3.07M | 0.82% | 49 |
|