Sage Capital Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,561
| Closed | -$214K | – | 134 |
|
|
2022
Q4 | $214K | Buy |
+2,561
| New | +$214K | 0.09% | 121 |
|
|
2022
Q3 | – | Sell |
-3,199
| Closed | -$248K | – | 125 |
|
|
2022
Q2 | $248K | Sell |
3,199
-50
| -2% | -$3.88K | 0.12% | 90 |
|
|
2022
Q1 | $280K | Buy |
3,249
+103
| +3% | +$8.88K | 0.11% | 89 |
|
|
2021
Q4 | $260K | Buy |
3,146
+103
| +3% | +$8.51K | 0.1% | 94 |
|
|
2021
Q3 | $239K | Buy |
3,043
+3
| +0.1% | +$236 | 0.1% | 99 |
|
|
2021
Q2 | $231K | Buy |
3,040
+3
| +0.1% | +$228 | 0.09% | 99 |
|
|
2021
Q1 | $230K | Buy |
3,037
+172
| +6% | +$13K | 0.1% | 95 |
|
|
2020
Q4 | $238K | Buy |
+2,865
| New | +$238K | 0.12% | 95 |
|