Kiwi Wealth Investments Limited Partnership’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 |
-170,149
| Closed | -$12.6M | – | 146 |
|
|
2023
Q2 | $12.6M | Hold |
170,149
| – | – | 0.78% | 33 |
|
|
2023
Q1 | $13.1M | Sell |
170,149
-63,699
| -27% | -$4.91M | 0.85% | 34 |
|
|
2022
Q4 | $19.5M | Buy |
233,848
+146,226
| +167% | +$12.2M | 1.3% | 19 |
|
|
2022
Q3 | $6.79M | Hold |
87,622
| – | – | 0.47% | 52 |
|
|
2022
Q2 | $6.79M | Sell |
87,622
-39,965
| -31% | -$3.1M | 0.47% | 52 |
|
|
2022
Q1 | $10.8M | Sell |
127,587
-1,028
| -0.8% | -$87.1K | 0.58% | 42 |
|
|
2021
Q4 | $12M | Sell |
128,615
-6,162
| -5% | -$575K | 0.57% | 50 |
|
|
2021
Q3 | $10.6M | Buy |
134,777
+81,913
| +155% | +$6.43M | 0.54% | 55 |
|
|
2021
Q2 | $3.87M | Sell |
52,864
-49,099
| -48% | -$3.6M | 0.2% | 130 |
|
|
2021
Q1 | $7.71M | Sell |
101,963
-70,364
| -41% | -$5.32M | 0.45% | 61 |
|
|
2020
Q4 | $13.3M | Buy |
172,327
+29,255
| +20% | +$2.26M | 0.78% | 26 |
|
|
2020
Q3 | $9.93M | Sell |
143,072
-121,844
| -46% | -$8.45M | 0.69% | 38 |
|
|
2020
Q2 | $15.9M | Sell |
264,916
-31,528
| -11% | -$1.89M | 1.29% | 16 |
|
|
2020
Q1 | $17.8M | Sell |
296,444
-26,808
| -8% | -$1.61M | 1.79% | 11 |
|
|
2019
Q4 | $19.6M | Buy |
323,252
+65,436
| +25% | +$3.96M | 1.44% | 14 |
|
|
2019
Q3 | $15M | Buy |
257,816
+125,404
| +95% | +$7.3M | 1.21% | 22 |
|
|
2019
Q2 | $6.78M | Buy |
+132,412
| New | +$6.78M | 0.59% | 45 |
|