Duality Advisers’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 |
-60,423
| Closed | -$3.46M | – | 689 |
|
|
2023
Q3 | $3.46M | Buy |
+60,423
| New | +$3.46M | 0.42% | 58 |
|
|
2022
Q2 | – | Sell |
-4,190
| Closed | -$355K | – | 771 |
|
|
2022
Q1 | $355K | Buy |
+4,190
| New | +$355K | 0.04% | 525 |
|
|
2021
Q4 | – | Sell |
-36,078
| Closed | -$2.83M | – | 628 |
|
|
2021
Q3 | $2.83M | Buy |
+36,078
| New | +$2.83M | 0.22% | 190 |
|
|
2021
Q2 | – | Sell |
-14,629
| Closed | -$1.11M | – | 675 |
|
|
2021
Q1 | $1.11M | Buy |
+14,629
| New | +$1.11M | 0.1% | 332 |
|
|
2020
Q3 | – | Sell |
-118,316
| Closed | -$7.1M | – | 631 |
|
|
2020
Q2 | $7.1M | Buy |
+118,316
| New | +$7.1M | 0.65% | 30 |
|
|
2019
Q3 | – | Sell |
-16,960
| Closed | -$869K | – | 374 |
|
|
2019
Q2 | $869K | Sell |
16,960
-189,600
| -92% | -$9.71M | 0.08% | 191 |
|
|
2019
Q1 | $9.98M | Buy |
206,560
+93,080
| +82% | +$4.5M | 0.59% | 42 |
|
|
2018
Q4 | $4.93M | Buy |
+113,480
| New | +$4.93M | 0.29% | 87 |
|