SAM
Sandbar Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,866
| Closed | -$323K | – | 55 |
|
|
2022
Q4 | $323K | Sell |
3,866
-22,514
| -85% | -$1.88M | 0.94% | 31 |
|
|
2022
Q3 | $2.07M | Buy |
+26,380
| New | +$2.07M | 1.25% | 28 |
|
|
2021
Q3 | – | Sell |
-161,775
| Closed | -$11.9M | – | 66 |
|
|
2021
Q2 | $11.9M | Buy |
+161,775
| New | +$11.9M | 1.28% | 26 |
|