SIM
NEE.PRP
Sonora Investment Management’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $8.28M | Buy |
162,413
+6,075
| +4% | +$310K | 1.04% | 36 |
|
2021
Q2 | $7.65M | Buy |
156,338
+19,046
| +14% | +$932K | 1% | 35 |
|
2021
Q1 | $6.8M | Buy |
137,292
+42,915
| +45% | +$2.13M | 0.54% | 71 |
|
2020
Q4 | $4.8M | Buy |
94,377
+38,830
| +70% | +$1.97M | 0.4% | 85 |
|
2020
Q3 | $2.59M | Buy |
55,547
+19,207
| +53% | +$897K | 0.24% | 109 |
|
2020
Q2 | $1.54M | Buy |
36,340
+28,265
| +350% | +$1.2M | 0.16% | 126 |
|
2020
Q1 | $356K | Buy |
+8,075
| New | +$356K | 0.04% | 189 |
|