Rockefeller Capital Management’s NextEra Energy, Inc. 4.872% Corporate Units NEE.PRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-316
| Closed | -$17K | – | 4647 |
|
|
2022
Q2 | $17K | Sell |
316
-207
| -40% | -$11.1K | ﹤0.01% | 2850 |
|
|
2022
Q1 | $32K | Hold |
523
| – | – | ﹤0.01% | 2529 |
|
|
2021
Q4 | $35K | Hold |
523
| – | – | ﹤0.01% | 2375 |
|
|
2021
Q3 | $30K | Sell |
523
-49
| -9% | -$2.81K | ﹤0.01% | 2406 |
|
|
2021
Q2 | $32K | Sell |
572
-488
| -46% | -$27.3K | ﹤0.01% | 2278 |
|
|
2021
Q1 | $60K | Buy |
+1,060
| New | +$60K | ﹤0.01% | 1820 |
|