MIAN
Mariner Independent Advisor Network’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.37M | Buy |
30,272
+1,540
| +5% | +$121K | 0.1% | 204 |
|
|
2022
Q2 | $2.27M | Buy |
28,732
+5,069
| +21% | +$400K | 0.1% | 218 |
|
|
2022
Q1 | $2.01M | Sell |
23,663
-99
| -0.4% | -$8.39K | 0.08% | 257 |
|
|
2021
Q4 | $2.19M | Sell |
23,762
-347
| -1% | -$31.9K | 0.1% | 211 |
|
|
2021
Q3 | $1.89M | Buy |
24,109
+849
| +4% | +$66.5K | 0.09% | 235 |
|
|
2021
Q2 | $1.71M | Buy |
23,260
+4,547
| +24% | +$333K | 0.08% | 268 |
|
|
2021
Q1 | $1.42M | Sell |
18,713
-2,161
| -10% | -$163K | 0.07% | 263 |
|
|
2020
Q4 | $1.61M | Buy |
+20,874
| New | +$1.61M | 0.09% | 234 |
|
|
2018
Q2 | – | Sell |
-11,401
| Closed | -$1.86M | – | 261 |
|
|
2018
Q1 | $1.86M | Buy |
+11,401
| New | +$1.86M | 0.11% | 145 |
|