CMG
Cavalry Management Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,639
| Closed | -$872K | – | 22 |
|
|
2024
Q1 | $872K | Sell |
13,639
-1,330
| -9% | -$85K | 0.12% | 11 |
|
|
2023
Q4 | $909K | Buy |
14,969
+8,341
| +126% | +$507K | 45.08% | 2 |
|
|
2023
Q3 | $380K | Buy |
6,628
+2,028
| +44% | +$116K | 49.34% | 2 |
|
|
2023
Q2 | $341K | Buy |
4,600
+617
| +15% | +$45.8K | 0.15% | 17 |
|
|
2023
Q1 | $307K | Buy |
+3,983
| New | +$307K | 0.18% | 17 |
|
|
2022
Q4 | – | Sell |
-2,801
| Closed | -$220K | – | 33 |
|
|
2022
Q3 | $220K | Hold |
2,801
| – | – | 0.03% | 34 |
|
|
2022
Q2 | $217K | Hold |
2,801
| – | – | 0.02% | 30 |
|
|
2022
Q1 | $237K | Buy |
+2,801
| New | +$237K | 0.02% | 30 |
|