ACM
Advent Capital Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-30,000
| Closed | -$1.92M | – | 207 |
|
|
2024
Q1 | $1.92M | Sell |
30,000
-20,000
| -40% | -$1.28M | 0.05% | 137 |
|
|
2023
Q4 | $3.04M | Buy |
+50,000
| New | +$3.04M | 0.07% | 140 |
|
|
2014
Q4 | – | Sell |
-14,024
| Closed | -$1.32M | – | 458 |
|
|
2014
Q3 | $1.32M | Sell |
14,024
-1,247
| -8% | -$117K | 0.02% | 363 |
|
|
2014
Q2 | $1.45M | Buy |
+15,271
| New | +$1.45M | 0.02% | 356 |
|