Sonora Investment Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $432K | Buy |
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|
2021
Q2 | $392K | Buy |
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|
2021
Q1 | $216K | Sell |
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|
2020
Q4 | $526K | Buy |
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|
2020
Q3 | $360K | Buy |
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|
2020
Q2 | $303K | Buy |
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|
2020
Q1 | $293K | Buy |
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|
2019
Q4 | $283K | Buy |
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|
2019
Q3 | $268K | Sell |
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|
2019
Q2 | $289K | Buy |
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|
2019
Q1 | $203K | Buy |
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|
2018
Q4 | $177K | Hold |
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|
2018
Q3 | $171K | Hold |
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|
2018
Q2 | $170K | Sell |
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|
2018
Q1 | $174K | Buy |
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|
2017
Q4 | $159K | Hold |
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|
2017
Q3 | $149K | Hold |
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|
2017
Q2 | $143K | Hold |
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|
2017
Q1 | $131K | Hold |
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|
2016
Q4 | $122K | Hold |
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|
2016
Q3 | $125K | Hold |
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|
2016
Q2 | $133K | Sell |
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|
2016
Q1 | $188K | Buy |
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|
2015
Q4 | $170K | Sell |
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|
2015
Q3 | $175K | Buy |
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