PNAA
Pictet North America Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Hold |
10,100
| – | – | 0.07% | 96 |
|
|
2025
Q1 | $716K | Sell |
10,100
-794
| -7% | -$56.3K | 0.07% | 96 |
|
|
2024
Q4 | $781K | Sell |
10,894
-356
| -3% | -$25.5K | 0.07% | 102 |
|
|
2024
Q3 | $951K | Buy |
11,250
+923
| +9% | +$78K | 0.09% | 96 |
|
|
2024
Q2 | $731K | Buy |
10,327
+70
| +0.7% | +$4.96K | 0.08% | 101 |
|
|
2024
Q1 | $656K | Hold |
10,257
| – | – | 0.07% | 105 |
|
|
2023
Q4 | $623K | Buy |
10,257
+157
| +2% | +$9.54K | 0.08% | 95 |
|
|
2023
Q3 | $579K | Hold |
10,100
| – | – | 0.08% | 98 |
|
|
2023
Q2 | $749K | Hold |
10,100
| – | – | 0.1% | 91 |
|
|
2023
Q1 | $779K | Hold |
10,100
| – | – | 0.13% | 85 |
|
|
2022
Q4 | $844K | Hold |
10,100
| – | – | 0.15% | 77 |
|
|
2022
Q3 | $792K | Sell |
10,100
-81
| -0.8% | -$6.35K | 0.13% | 83 |
|
|
2022
Q2 | $789K | Hold |
10,181
| – | – | 0.1% | 87 |
|
|
2022
Q1 | $862K | Buy |
10,181
+81
| +0.8% | +$6.86K | 0.1% | 82 |
|
|
2021
Q4 | $943K | Hold |
10,100
| – | – | 0.09% | 81 |
|
|
2021
Q3 | $793K | Hold |
10,100
| – | – | 0.08% | 80 |
|
|
2021
Q2 | $740K | Hold |
10,100
| – | – | 0.08% | 87 |
|
|
2021
Q1 | $764K | Hold |
10,100
| – | – | 0.09% | 81 |
|
|
2020
Q4 | $779K | Buy |
10,100
+7,575
| +300% | +$584K | 0.1% | 85 |
|
|
2020
Q3 | $701K | Hold |
2,525
| – | – | 0.1% | 86 |
|
|
2020
Q2 | $606K | Hold |
2,525
| – | – | 0.09% | 93 |
|
|
2020
Q1 | $608K | Hold |
2,525
| – | – | 0.1% | 94 |
|
|
2019
Q4 | $611K | Hold |
2,525
| – | – | 0.08% | 106 |
|
|
2019
Q3 | $588K | Hold |
2,525
| – | – | 0.08% | 106 |
|
|
2019
Q2 | $517K | Hold |
2,525
| – | – | 0.08% | 108 |
|
|
2019
Q1 | $488K | Hold |
2,525
| – | – | 0.07% | 110 |
|
|
2018
Q4 | $439K | Hold |
2,525
| – | – | 0.04% | 117 |
|
|
2018
Q3 | $423K | Buy |
+2,525
| New | +$423K | 0.06% | 133 |
|