OAM
Optimal Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.58M | Buy |
20,152
+23
| +0.1% | +$1.81K | 0.2% | 173 |
|
|
2021
Q2 | $1.48M | Buy |
20,129
+1
| +0% | +$73 | 0.17% | 195 |
|
|
2021
Q1 | $1.52M | Sell |
20,128
-499
| -2% | -$37.7K | 0.2% | 176 |
|
|
2020
Q4 | $1.59M | Buy |
20,627
+15,464
| +300% | +$1.19M | 0.23% | 156 |
|
|
2020
Q3 | $1.43M | Buy |
5,163
+223
| +5% | +$61.9K | 0.21% | 162 |
|
|
2020
Q2 | $1.19M | Sell |
4,940
-4,314
| -47% | -$1.04M | 0.19% | 178 |
|
|
2020
Q1 | $2.23K | Buy |
9,254
+3,897
| +73% | +$938 | 0.21% | 168 |
|
|
2019
Q4 | $1.3M | Buy |
+5,357
| New | +$1.3M | 0.2% | 194 |
|