ACM
AUA Capital Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-475
| Closed | -$39.7K | – | 250 |
|
|
2022
Q4 | $39.7K | Hold |
475
| – | – | 0.03% | 141 |
|
|
2022
Q3 | $37K | Sell |
475
-3
| -0.6% | -$234 | 0.02% | 141 |
|
|
2022
Q2 | $37K | Sell |
478
-16
| -3% | -$1.24K | 0.02% | 146 |
|
|
2022
Q1 | $42K | Hold |
494
| – | – | 0.02% | 147 |
|
|
2021
Q4 | $46K | Hold |
494
| – | – | 0.03% | 132 |
|
|
2021
Q3 | $39K | Sell |
494
-15
| -3% | -$1.18K | 0.02% | 135 |
|
|
2021
Q2 | $37K | Hold |
509
| – | – | 0.02% | 136 |
|
|
2021
Q1 | $38K | Sell |
509
-27
| -5% | -$2.02K | 0.03% | 135 |
|
|
2020
Q4 | $41K | Buy |
536
+400
| +294% | +$30.6K | 0.03% | 132 |
|
|
2020
Q3 | $38K | Buy |
136
+46
| +51% | +$12.9K | 0.03% | 131 |
|
|
2020
Q2 | $22K | Hold |
90
| – | – | 0.02% | 120 |
|
|
2020
Q1 | $22K | Hold |
90
| – | – | 0.02% | 131 |
|
|
2019
Q4 | $22K | Hold |
90
| – | – | 0.02% | 135 |
|
|
2019
Q3 | $21K | Hold |
90
| – | – | 0.02% | 137 |
|
|
2019
Q2 | $18K | Hold |
90
| – | – | 0.01% | 143 |
|
|
2019
Q1 | $17K | Hold |
90
| – | – | 0.01% | 143 |
|
|
2018
Q4 | $16K | Hold |
90
| – | – | 0.01% | 142 |
|
|
2018
Q3 | $15K | Hold |
90
| – | – | 0.01% | 149 |
|
|
2018
Q2 | $15K | Hold |
90
| – | – | 0.01% | 149 |
|
|
2018
Q1 | $15K | Hold |
90
| – | – | 0.01% | 152 |
|
|
2017
Q4 | $14K | Hold |
90
| – | – | 0.01% | 164 |
|
|
2017
Q3 | $13K | Hold |
90
| – | – | 0.01% | 162 |
|
|
2017
Q2 | $13K | Hold |
90
| – | – | 0.01% | 165 |
|
|
2017
Q1 | $12K | Hold |
90
| – | – | 0.01% | 152 |
|
|
2016
Q4 | $11K | Buy |
+90
| New | +$11K | 0.01% | 162 |
|