Yellowstone Partners’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
Q3 | $225K | Buy |
7,360
+500
| +7% | +$15.3K | 0.08% | 199 |
|
|
2016
Q2 | $224K | Sell |
6,860
-720
| -9% | -$23.5K | 0.1% | 172 |
|
|
2016
Q1 | $224K | Sell |
7,580
-7,644
| -50% | -$226K | 0.1% | 175 |
|
|
2015
Q4 | $395K | Sell |
15,224
-4,160
| -21% | -$108K | 0.18% | 104 |
|
|
2015
Q3 | $473K | Sell |
19,384
-4,768
| -20% | -$116K | 0.22% | 81 |
|
|
2015
Q2 | $592K | Sell |
24,152
-1,448
| -6% | -$35.5K | 0.27% | 65 |
|
|
2015
Q1 | $666K | Sell |
25,600
-332
| -1% | -$8.64K | 0.34% | 58 |
|
|
2014
Q4 | $689K | Buy |
25,932
+2,096
| +9% | +$55.7K | 0.37% | 57 |
|
|
2014
Q3 | $559K | Buy |
23,836
+1,848
| +8% | +$43.3K | 0.32% | 60 |
|
|
2014
Q2 | $563K | Buy |
21,988
+1,460
| +7% | +$37.4K | 0.33% | 61 |
|
|
2014
Q1 | $491K | Buy |
20,528
+980
| +5% | +$23.4K | 0.31% | 70 |
|
|
2013
Q4 | $418K | Buy |
+19,548
| New | +$418K | 0.27% | 77 |
|