AIM
Axiom Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,578
| Closed | -$673K | – | 303 |
|
|
2022
Q3 | $673K | Hold |
8,578
| – | – | 1.35% | 17 |
|
|
2022
Q2 | $664K | Hold |
8,578
| – | – | 1.91% | 17 |
|
|
2022
Q1 | $727K | Sell |
8,578
-1,133
| -12% | -$96K | 1.58% | 19 |
|
|
2021
Q4 | $908K | Sell |
9,711
-1,000
| -9% | -$93.5K | 0.88% | 29 |
|
|
2021
Q3 | $841K | Hold |
10,711
| – | – | 0.85% | 28 |
|
|
2021
Q2 | $784K | Buy |
10,711
+6,294
| +142% | +$461K | 0.61% | 42 |
|
|
2021
Q1 | $334K | Buy |
+4,417
| New | +$334K | 0.27% | 89 |
|
|
2019
Q4 | – | Sell |
-2,258
| Closed | -$527K | – | 192 |
|
|
2019
Q3 | $527K | Sell |
2,258
-7,147
| -76% | -$1.67M | 0.4% | 72 |
|
|
2019
Q2 | $1.93M | Buy |
9,405
+888
| +10% | +$182K | 0.35% | 71 |
|
|
2019
Q1 | $1.65M | Buy |
8,517
+303
| +4% | +$58.6K | 0.31% | 76 |
|
|
2018
Q4 | $1.43M | Buy |
+8,214
| New | +$1.43M | 0.3% | 80 |
|