Atalanta Sosnoff Capital’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
Q3 | – | Sell |
-672,421
| Closed | -$49.9M | – | 105 |
|
|
2023
Q2 | $49.9M | Sell |
672,421
-72,755
| -10% | -$5.4M | 1.35% | 24 |
|
|
2023
Q1 | $57.4M | Sell |
745,176
-48,759
| -6% | -$3.76M | 1.67% | 17 |
|
|
2022
Q4 | $66.4M | Buy |
793,935
+378,385
| +91% | +$31.6M | 2.04% | 15 |
|
|
2022
Q3 | $32.6M | Buy |
+415,550
| New | +$32.6M | 1.03% | 36 |
|
|
2022
Q2 | – | Sell |
-4,787
| Closed | -$406K | – | 111 |
|
|
2022
Q1 | $406K | Buy |
+4,787
| New | +$406K | 0.01% | 91 |
|
|
2021
Q2 | – | Sell |
-485,982
| Closed | -$36.7M | – | 102 |
|
|
2021
Q1 | $36.7M | Sell |
485,982
-254,982
| -34% | -$19.3M | 0.91% | 43 |
|
|
2020
Q4 | $57.2M | Buy |
740,964
+241,020
| +48% | +$18.6M | 1.46% | 23 |
|
|
2020
Q3 | $34.7M | Buy |
499,944
+490,224
| +5,043% | +$34M | 0.98% | 37 |
|
|
2020
Q2 | $584K | Buy |
+9,720
| New | +$584K | 0.02% | 86 |
|