SAM
Sabadell Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $6.78M | Sell |
91,206
-2,432
| -3% | -$181K | 1.41% | 32 |
|
2023
Q1 | $7.33M | Sell |
93,638
-1,054
| -1% | -$82.6K | 1.56% | 26 |
|
2022
Q4 | $8.05M | Sell |
94,692
-12,546
| -12% | -$1.07M | 1.67% | 19 |
|
2022
Q3 | $8.77M | Buy |
107,238
+9,806
| +10% | +$802K | 1.93% | 15 |
|
2022
Q2 | $7.81M | Buy |
97,432
+40,821
| +72% | +$3.27M | 1.64% | 17 |
|
2022
Q1 | $4.93M | Hold |
56,611
| – | – | 0.85% | 37 |
|
2021
Q4 | $4.81M | Sell |
56,611
-31,943
| -36% | -$2.71M | 0.77% | 46 |
|
2021
Q3 | $6.95M | Buy |
88,554
+27,052
| +44% | +$2.12M | 1.2% | 24 |
|
2021
Q2 | $4.51M | Buy |
+61,502
| New | +$4.51M | 0.78% | 38 |
|