SIM
NEE.PRO
SSI Investment Management’s NextEra Energy, Inc. 4.872% Corporate Units NEE.PRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-56,095
| Closed | -$3.16M | – | 302 |
|
|
2022
Q2 | $3.16M | Sell |
56,095
-7,945
| -12% | -$447K | 0.2% | 133 |
|
|
2022
Q1 | $3.95M | Sell |
64,040
-10,555
| -14% | -$651K | 0.22% | 119 |
|
|
2021
Q4 | $5.07M | Sell |
74,595
-1,500
| -2% | -$102K | 0.3% | 92 |
|
|
2021
Q3 | $4.45M | Hold |
76,095
| – | – | 0.27% | 107 |
|
|
2021
Q2 | $4.27M | Sell |
76,095
-1,900
| -2% | -$107K | 0.28% | 111 |
|
|
2021
Q1 | $4.48M | Sell |
77,995
-355
| -0.5% | -$20.4K | 0.32% | 83 |
|
|
2020
Q4 | $4.61M | Buy |
78,350
+9,875
| +14% | +$581K | 0.33% | 67 |
|
|
2020
Q3 | $3.71M | Buy |
68,475
+4,735
| +7% | +$256K | 0.32% | 78 |
|
|
2020
Q2 | $3.09M | Sell |
63,740
-171,170
| -73% | -$8.3M | 0.27% | 88 |
|
|
2020
Q1 | $11.5M | Buy |
234,910
+45,960
| +24% | +$2.26M | 1.02% | 26 |
|
|
2019
Q4 | $9.69M | Buy |
188,950
+2,690
| +1% | +$138K | 0.65% | 47 |
|
|
2019
Q3 | $9.34M | Buy |
+186,260
| New | +$9.34M | 0.68% | 42 |
|