MAM
Mirabaud Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.07M | Buy |
57,376
+7,957
| +16% | +$564K | 1.89% | 21 |
|
2025
Q1 | $3.48M | Sell |
49,419
-34,807
| -41% | -$2.45M | 1.82% | 20 |
|
2024
Q4 | $6.04M | Hold |
84,226
| – | – | 2.81% | 17 |
|
2024
Q3 | $7.12M | Sell |
84,226
-13,943
| -14% | -$1.18M | 2.94% | 11 |
|
2024
Q2 | $6.95M | Buy |
+98,169
| New | +$6.95M | 3.2% | 9 |
|