BPM
Bowling Portfolio Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-23,496
| Closed | -$1.78M | – | 223 |
|
|
2021
Q1 | $1.78M | Buy |
23,496
+3,938
| +20% | +$298K | 0.42% | 83 |
|
|
2020
Q4 | $1.51M | Buy |
19,558
+14,094
| +258% | +$1.09M | 0.35% | 79 |
|
|
2020
Q3 | $1.52M | Buy |
+5,464
| New | +$1.52M | 0.34% | 65 |
|