SIMG
NEE.PRP
Sonora Investment Management Group’s NextEra Energy, Inc. 5.279% Corporate Units NEE.PRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-168,463
| Closed | -$8.54M | – | 285 |
|
|
2022
Q4 | $8.54M | Buy |
+168,463
| New | +$8.54M | 0.78% | 48 |
|
|
2022
Q3 | – | Sell |
-182,344
| Closed | -$9.05M | – | 212 |
|
|
2022
Q2 | $9.05M | Buy |
182,344
+3,245
| +2% | +$161K | 0.86% | 39 |
|
|
2022
Q1 | $9.34M | Buy |
179,099
+11,975
| +7% | +$624K | 1.06% | 33 |
|
|
2021
Q4 | $9.62M | Buy |
+167,124
| New | +$9.62M | 1.12% | 31 |
|