SRAM
Spouting Rock Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,802
| Closed | -$733K | – | 147 |
|
|
2023
Q3 | $733K | Buy |
12,802
+6,755
| +112% | +$387K | 0.23% | 72 |
|
|
2023
Q2 | $449K | Hold |
6,047
| – | – | 0.16% | 103 |
|
|
2023
Q1 | $466K | Sell |
6,047
-156
| -3% | -$12K | 0.16% | 110 |
|
|
2022
Q4 | $519K | Buy |
6,203
+156
| +3% | +$13K | 0.39% | 77 |
|
|
2022
Q3 | $474K | Buy |
+6,047
| New | +$474K | 0.36% | 80 |
|