AAM
Autus Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.71M | Buy |
80,259
+499
| +0.6% | +$41.7K | 1.21% | 29 |
|
|
2022
Q3 | $6.25M | Buy |
79,760
+1,424
| +2% | +$112K | 1.2% | 29 |
|
|
2022
Q2 | $6.07M | Buy |
78,336
+2,209
| +3% | +$171K | 1.08% | 40 |
|
|
2022
Q1 | $6.45M | Sell |
76,127
-16,505
| -18% | -$1.4M | 0.97% | 42 |
|
|
2021
Q4 | $8.65M | Buy |
92,632
+767
| +0.8% | +$71.6K | 0.87% | 48 |
|
|
2021
Q3 | $7.21M | Buy |
91,865
+3,190
| +4% | +$250K | 0.79% | 50 |
|
|
2021
Q2 | $6.5M | Buy |
88,675
+4,496
| +5% | +$330K | 0.71% | 57 |
|
|
2021
Q1 | $6.37M | Buy |
84,179
+10,507
| +14% | +$794K | 0.75% | 57 |
|
|
2020
Q4 | $5.68M | Buy |
73,672
+57,472
| +355% | +$4.43M | 0.73% | 57 |
|
|
2020
Q3 | $4.5M | Buy |
16,200
+6,439
| +66% | +$1.79M | 0.6% | 59 |
|
|
2020
Q2 | $2.34M | Buy |
9,761
+8,685
| +807% | +$2.08M | 0.34% | 70 |
|
|
2020
Q1 | $259K | Sell |
1,076
-82
| -7% | -$19.7K | 0.05% | 125 |
|
|
2019
Q4 | $281K | Sell |
1,158
-4
| -0.3% | -$971 | 0.04% | 138 |
|
|
2019
Q3 | $271K | Buy |
1,162
+89
| +8% | +$20.8K | 0.04% | 138 |
|
|
2019
Q2 | $220K | Buy |
1,073
+24
| +2% | +$4.92K | 0.03% | 148 |
|
|
2019
Q1 | $203K | Sell |
1,049
-125
| -11% | -$24.2K | 0.03% | 151 |
|
|
2018
Q4 | $204K | Buy |
+1,174
| New | +$204K | 0.04% | 145 |
|
|
2018
Q3 | – | Sell |
-1,374
| Closed | -$229K | – | 155 |
|
|
2018
Q2 | $229K | Buy |
+1,374
| New | +$229K | 0.04% | 146 |
|