Perpetual Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $661K | Hold |
7,904
| – | – | 0.08% | 135 |
|
|
2022
Q3 | $620K | Hold |
7,904
| – | – | 0.09% | 138 |
|
|
2022
Q2 | $612K | Hold |
7,904
| – | – | 0.09% | 140 |
|
|
2022
Q1 | $670K | Hold |
7,904
| – | – | 0.08% | 147 |
|
|
2021
Q4 | $738K | Hold |
7,904
| – | – | 0.08% | 148 |
|
|
2021
Q3 | $621K | Hold |
7,904
| – | – | 0.08% | 149 |
|
|
2021
Q2 | $579K | Buy |
7,904
+1,500
| +23% | +$110K | 0.08% | 147 |
|
|
2021
Q1 | $483K | Hold |
6,404
| – | – | 0.08% | 131 |
|
|
2020
Q4 | $486K | Buy |
+6,404
| New | +$486K | 0.07% | 147 |
|