55I LLC’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$2.81M Buy
2022
Q2
$864K Buy
2022
Q1
$317K Buy
2021
Q4
Sell
2021
Q3
$768K Buy
2021
Q2
$401K Buy
2021
Q1
$282K Buy
2020
Q4
$271K Sell
2020
Q3
$489K Buy
2020
Q2
$300K Buy
2020
Q1
Sell
2019
Q4
$277K Sell
2019
Q3
$295K Hold
2019
Q2
$259K Hold
2019
Q1
$245K Hold
2018
Q4
$220K Buy