MUMSS
Mitsubishi UFJ Morgan Stanley Securities’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,494
| Closed | -$95.5K | – | 24 |
|
|
2024
Q1 | $95.5K | Sell |
1,494
-5,523
| -79% | -$353K | 3.42% | 8 |
|
|
2023
Q4 | $426K | Buy |
+7,017
| New | +$426K | 2.46% | 19 |
|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$77K | – | 26 |
|
|
2023
Q1 | $77K | Buy |
+1,000
| New | +$77K | 2.07% | 5 |
|
|
2022
Q1 | – | Sell |
-2,009
| Closed | -$188K | – | 187 |
|
|
2021
Q4 | $188K | Buy |
+2,009
| New | +$188K | 0.09% | 32 |
|
|
2014
Q4 | $5K | Hold |
50
| – | – | 0.01% | 253 |
|
|
2014
Q3 | $5K | Buy |
+50
| New | +$5K | 0.01% | 227 |
|
|
2013
Q4 | – | Sell |
-380
| Closed | -$30K | – | 270 |
|
|
2013
Q3 | $30K | Buy |
+380
| New | +$30K | 0.05% | 144 |
|