SIMG
Sonora Investment Management Group’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-437,977
| Closed | -$17.8M | – | 313 |
|
|
2025
Q1 | $17.8M | Buy |
437,977
+35,842
| +9% | +$1.46M | 1.41% | 22 |
|
|
2024
Q4 | $16.5M | Buy |
402,135
+55,965
| +16% | +$2.29M | 1.26% | 23 |
|
|
2024
Q3 | $16M | Buy |
346,170
+75,445
| +28% | +$3.5M | 1.19% | 27 |
|
|
2024
Q2 | $10.5M | Hold |
270,725
| – | – | 0.82% | 44 |
|
|
2024
Q1 | $10.5M | Buy |
270,725
+56,085
| +26% | +$2.18M | 0.82% | 44 |
|
|
2023
Q4 | $8.18M | Buy |
214,640
+96,905
| +82% | +$3.69M | 0.67% | 55 |
|
|
2023
Q3 | $4.45M | Buy |
+117,735
| New | +$4.45M | 0.38% | 85 |
|