DDD 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-260,706
| Closed | -$13.8M | – | 87 |
|
2023
Q3 | $13.8M | Buy |
260,706
+35,931
| +16% | +$1.9M | 1.99% | 25 |
|
2023
Q2 | $16.7M | Buy |
224,775
+35,729
| +19% | +$2.65M | 2.31% | 21 |
|
2023
Q1 | $14.6M | Buy |
189,046
+1,911
| +1% | +$147K | 2.27% | 22 |
|
2022
Q4 | $15.6M | Buy |
187,135
+9,740
| +5% | +$814K | 2.5% | 21 |
|
2022
Q3 | $13.9M | Buy |
+177,395
| New | +$13.9M | 2.52% | 18 |
|