PA
Perennial Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,112
| Closed | -$240K | – | 124 |
|
|
2023
Q1 | $240K | Buy |
+3,112
| New | +$240K | 0.07% | 94 |
|
|
2021
Q3 | – | Sell |
-190
| Closed | -$14K | – | 205 |
|
|
2021
Q2 | $14K | Hold |
190
| – | – | ﹤0.01% | 230 |
|
|
2021
Q1 | $14K | Sell |
190
-5
| -3% | -$368 | ﹤0.01% | 221 |
|
|
2020
Q4 | $15K | Buy |
+195
| New | +$15K | 0.01% | 187 |
|
|
2018
Q2 | – | Sell |
-30
| Closed | -$5K | – | 219 |
|
|
2018
Q1 | $5K | Hold |
30
| – | – | ﹤0.01% | 178 |
|
|
2017
Q4 | $5K | Hold |
30
| – | – | ﹤0.01% | 185 |
|
|
2017
Q3 | $4K | Sell |
30
-63
| -68% | -$8.4K | ﹤0.01% | 182 |
|
|
2017
Q2 | $13K | Buy |
93
+63
| +210% | +$8.81K | 0.01% | 148 |
|
|
2017
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 166 |
|
|
2016
Q4 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 184 |
|