SDAM
Shulman DeMeo Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,493
| Closed | -$264K | – | 116 |
|
|
2021
Q1 | $264K | Sell |
3,493
-6,804
| -66% | -$514K | 0.07% | 112 |
|
|
2020
Q4 | $794K | Buy |
+10,297
| New | +$794K | 0.23% | 49 |
|
|
2020
Q3 | – | Sell |
-2,080
| Closed | -$500K | – | 127 |
|
|
2020
Q2 | $500K | Buy |
2,080
+87
| +4% | +$20.9K | 0.19% | 52 |
|
|
2020
Q1 | $479K | Buy |
1,993
+67
| +3% | +$16.1K | 0.22% | 47 |
|
|
2019
Q4 | $466K | Buy |
1,926
+231
| +14% | +$55.9K | 0.16% | 68 |
|
|
2019
Q3 | $395K | Buy |
+1,695
| New | +$395K | 0.13% | 79 |
|