ACM
Antonetti Capital Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $243K | Sell |
4,236
-2,100
| -33% | -$120K | 0.38% | 39 |
|
|
2023
Q2 | $470K | Hold |
6,336
| – | – | 0.68% | 24 |
|
|
2023
Q1 | $488K | Buy |
6,336
+2,034
| +47% | +$157K | 0.71% | 20 |
|
|
2022
Q4 | $360K | Hold |
4,302
| – | – | 0.49% | 30 |
|
|
2022
Q3 | $337K | Buy |
4,302
+2
| +0% | +$157 | 0.39% | 33 |
|
|
2022
Q2 | $333K | Hold |
4,300
| – | – | 0.35% | 35 |
|
|
2022
Q1 | $364K | Sell |
4,300
-1,120
| -21% | -$94.8K | 0.34% | 39 |
|
|
2021
Q4 | $506K | Sell |
5,420
-200
| -4% | -$18.7K | 0.4% | 43 |
|
|
2021
Q3 | $441K | Buy |
+5,620
| New | +$441K | 0.36% | 42 |
|
|
2014
Q1 | – | Sell |
-400
| Closed | -$34K | – | 268 |
|
|
2013
Q4 | $34K | Sell |
400
-100
| -20% | -$8.5K | 0.03% | 144 |
|
|
2013
Q3 | $40K | Hold |
500
| – | – | 0.04% | 167 |
|
|
2013
Q2 | $41K | Buy |
+500
| New | +$41K | 0.05% | 166 |
|