Industrial Alliance Investment Management’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
Q3 | – | Sell |
-7,698
| Closed | -$571K | – | 113 |
|
2023
Q2 | $571K | Sell |
7,698
-238,641
| -97% | -$17.7M | 0.3% | 19 |
|
2023
Q1 | $19M | Sell |
246,339
-122,215
| -33% | -$9.42M | 0.53% | 44 |
|
2022
Q4 | $30.8M | Buy |
368,554
+7,620
| +2% | +$637K | 0.86% | 25 |
|
2022
Q3 | $28.3M | Buy |
360,934
+4,260
| +1% | +$334K | 0.83% | 26 |
|
2022
Q2 | $27.6M | Sell |
356,674
-47,065
| -12% | -$3.65M | 0.79% | 28 |
|
2022
Q1 | $34.2M | Sell |
403,739
-45,008
| -10% | -$3.81M | 0.81% | 29 |
|
2021
Q4 | $41.9M | Buy |
+448,747
| New | +$41.9M | 0.97% | 20 |
|