MIM
Merewether Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-314,712
| Closed | -$23.4M | – | 48 |
|
|
2023
Q2 | $23.4M | Sell |
314,712
-433,427
| -58% | -$32.2M | 1.7% | 25 |
|
|
2023
Q1 | $57.7M | Buy |
748,139
+158,800
| +27% | +$12.2M | 5.11% | 7 |
|
|
2022
Q4 | $49.3M | Buy |
589,339
+75,000
| +15% | +$6.27M | 4.81% | 9 |
|
|
2022
Q3 | $40.3M | Buy |
514,339
+39,472
| +8% | +$3.09M | 4.04% | 9 |
|
|
2022
Q2 | $36.8M | Buy |
474,867
+350,270
| +281% | +$27.1M | 4.77% | 9 |
|
|
2022
Q1 | $10.6M | Buy |
+124,597
| New | +$10.6M | 1.07% | 22 |
|