Smith Group Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-31,409
| Closed | -$2.01M | – | 172 |
|
|
2024
Q1 | $2.01M | Sell |
31,409
-13,300
| -30% | -$850K | 0.11% | 100 |
|
|
2023
Q4 | $2.72M | Buy |
+44,709
| New | +$2.72M | 0.16% | 98 |
|
|
2022
Q1 | $5.34M | Hold |
63,009
| – | – | 0.28% | 78 |
|
|
2021
Q4 | $5.88M | Hold |
63,009
| – | – | 0.27% | 77 |
|
|
2021
Q3 | $4.95M | Hold |
63,009
| – | – | 0.25% | 80 |
|
|
2021
Q2 | $4.62M | Hold |
63,009
| – | – | 0.23% | 81 |
|
|
2021
Q1 | $4.76M | Buy |
+63,009
| New | +$4.76M | 0.25% | 75 |
|
|
2013
Q3 | – | Sell |
-536
| Closed | -$11K | – | 434 |
|
|
2013
Q2 | $11K | Buy |
+536
| New | +$11K | ﹤0.01% | 324 |
|