IAA
Ironsides Asset Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,903
| Closed | -$453K | – | 90 |
|
|
2023
Q3 | $453K | Sell |
7,903
-700
| -8% | -$40.1K | 0.21% | 37 |
|
|
2023
Q2 | $638K | Sell |
8,603
-1,758
| -17% | -$130K | 0.27% | 30 |
|
|
2023
Q1 | $799K | Hold |
10,361
| – | – | 0.36% | 21 |
|
|
2022
Q4 | $866K | Sell |
10,361
-225
| -2% | -$18.8K | 0.4% | 21 |
|
|
2022
Q3 | $830K | Buy |
10,586
+2
| +0% | +$157 | 0.37% | 24 |
|
|
2022
Q2 | $820K | Buy |
10,584
+3,562
| +51% | +$276K | 0.31% | 26 |
|
|
2022
Q1 | $595K | Buy |
7,022
+2,757
| +65% | +$234K | 0.18% | 43 |
|
|
2021
Q4 | $398K | Sell |
4,265
-263
| -6% | -$24.5K | 0.11% | 57 |
|
|
2021
Q3 | $356K | Sell |
4,528
-1,286
| -22% | -$101K | 0.11% | 63 |
|
|
2021
Q2 | $426K | Sell |
5,814
-452
| -7% | -$33.1K | 0.13% | 55 |
|
|
2021
Q1 | $474K | Buy |
6,266
+2
| +0% | +$151 | 0.15% | 50 |
|
|
2020
Q4 | $483K | Buy |
6,264
+5,226
| +503% | +$403K | 0.15% | 50 |
|
|
2020
Q3 | $288K | Buy |
+1,038
| New | +$288K | 0.09% | 67 |
|
|
2016
Q2 | – | Sell |
-2,922
| Closed | -$346K | – | 183 |
|
|
2016
Q1 | $346K | Buy |
+2,922
| New | +$346K | 0.09% | 137 |
|