AMI Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,464
| Closed | -$290K | – | 61 |
|
|
2022
Q4 | $290K | Sell |
3,464
-680
| -16% | -$56.8K | 0.15% | 54 |
|
|
2022
Q3 | $325K | Buy |
4,144
+1
| +0% | +$78 | 0.18% | 54 |
|
|
2022
Q2 | $321K | Hold |
4,143
| – | – | 0.16% | 60 |
|
|
2022
Q1 | $351K | Buy |
4,143
+1
| +0% | +$85 | 0.15% | 60 |
|
|
2021
Q4 | $387K | Sell |
4,142
-105
| -2% | -$9.81K | 0.16% | 61 |
|
|
2021
Q3 | $333K | Hold |
4,247
| – | – | 0.14% | 62 |
|
|
2021
Q2 | $311K | Sell |
4,247
-144
| -3% | -$10.5K | 0.12% | 65 |
|
|
2021
Q1 | $332K | Hold |
4,391
| – | – | 0.14% | 65 |
|
|
2020
Q4 | $339K | Sell |
4,391
-1
| -0% | -$77 | 0.15% | 65 |
|
|
2020
Q3 | $305K | Buy |
4,392
+680
| +18% | +$47.2K | 0.15% | 63 |
|
|
2020
Q2 | $223K | Sell |
3,712
-3,708
| -50% | -$223K | 0.12% | 68 |
|
|
2020
Q1 | $448K | Buy |
7,420
+3,712
| +100% | +$224K | 0.27% | 57 |
|
|
2019
Q4 | $225K | Hold |
3,708
| – | – | 0.1% | 71 |
|
|
2019
Q3 | $216K | Buy |
+3,708
| New | +$216K | 0.1% | 71 |
|