Inherent Group’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
Q3 | $22M | Hold |
260,000
| – | – | 20.32% | 2 |
|
|
2024
Q2 | $18.4M | Hold |
260,000
| – | – | 16.19% | 3 |
|
|
2024
Q1 | $16.6M | Buy |
+260,000
| New | +$16.6M | 10.07% | 3 |
|
|
2022
Q1 | – | Sell |
-148,234
| Closed | -$13.8M | – | 38 |
|
|
2021
Q4 | $13.8M | Hold |
148,234
| – | – | 2.36% | 11 |
|
|
2021
Q3 | $11.6M | Hold |
148,234
| – | – | 1.01% | 13 |
|
|
2021
Q2 | $10.9M | Sell |
148,234
-2,500
| -2% | -$183K | 1% | 14 |
|
|
2021
Q1 | $11.4M | Buy |
150,734
+40,300
| +36% | +$3.05M | 1.61% | 11 |
|
|
2020
Q4 | $8.52M | Sell |
110,434
-53,166
| -32% | -$4.1M | 1.82% | 13 |
|
|
2020
Q3 | $11.4M | Sell |
163,600
-16,000
| -9% | -$1.11M | 5.65% | 7 |
|
|
2020
Q2 | $10.8M | Buy |
+179,600
| New | +$10.8M | 14.19% | 2 |
|