Convergence Investment Partners’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,073
| Closed | -$1.11M | – | 278 |
|
|
2024
Q3 | $1.11M | Sell |
13,073
-119
| -0.9% | -$10.1K | 0.3% | 112 |
|
|
2024
Q2 | $934K | Buy |
+13,192
| New | +$934K | 0.27% | 117 |
|
|
2023
Q3 | – | Sell |
-5,057
| Closed | -$375K | – | 185 |
|
|
2023
Q2 | $375K | Buy |
5,057
+2,357
| +87% | +$175K | 0.22% | 104 |
|
|
2023
Q1 | $208K | Sell |
2,700
-57
| -2% | -$4.39K | 0.12% | 165 |
|
|
2022
Q4 | $230K | Buy |
2,757
+59
| +2% | +$4.93K | 0.14% | 157 |
|
|
2022
Q3 | $212K | Sell |
2,698
-695
| -20% | -$54.6K | 0.14% | 148 |
|
|
2022
Q2 | $263K | Sell |
3,393
-4
| -0.1% | -$310 | 0.16% | 134 |
|
|
2022
Q1 | $288K | Sell |
3,397
-42
| -1% | -$3.56K | 0.15% | 142 |
|
|
2021
Q4 | $321K | Sell |
3,439
-180
| -5% | -$16.8K | 0.16% | 134 |
|
|
2021
Q3 | $284K | Sell |
3,619
-156
| -4% | -$12.2K | 0.15% | 145 |
|
|
2021
Q2 | $277K | Sell |
3,775
-147
| -4% | -$10.8K | 0.12% | 179 |
|
|
2021
Q1 | $297K | Sell |
3,922
-81
| -2% | -$6.13K | 0.14% | 155 |
|
|
2020
Q4 | $309K | Buy |
4,003
+83
| +2% | +$6.41K | 0.16% | 138 |
|
|
2020
Q3 | $272K | Sell |
3,920
-14,996
| -79% | -$1.04M | 0.09% | 215 |
|
|
2020
Q2 | $1.14M | Buy |
18,916
+2,932
| +18% | +$176K | 0.39% | 83 |
|
|
2020
Q1 | $962K | Sell |
15,984
-29,636
| -65% | -$1.78M | 0.42% | 77 |
|
|
2019
Q4 | $2.76M | Buy |
45,620
+16,752
| +58% | +$1.01M | 0.79% | 36 |
|
|
2019
Q3 | $1.68M | Buy |
28,868
+24,620
| +580% | +$1.43M | 0.47% | 58 |
|
|
2019
Q2 | $217K | Buy |
4,248
+88
| +2% | +$4.5K | 0.05% | 234 |
|
|
2019
Q1 | $201K | Buy |
+4,160
| New | +$201K | 0.04% | 274 |
|
|
2018
Q2 | – | Sell |
-3,272
| Closed | -$134K | – | 681 |
|
|
2018
Q1 | $134K | Buy |
+3,272
| New | +$134K | 0.02% | 315 |
|