SFI
Susquehanna Fundamental Investments’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-171,747
| Closed | -$14.4M | – | 1053 |
|
2022
Q4 | $14.4M | Buy |
+171,747
| New | +$14.4M | 0.25% | 118 |
|
2021
Q1 | – | Sell |
-129,712
| Closed | -$10M | – | 1591 |
|
2020
Q4 | $10M | Buy |
129,712
+98,291
| +313% | +$7.58M | 0.18% | 152 |
|
2020
Q3 | $8.72M | Buy |
+31,421
| New | +$8.72M | 0.26% | 85 |
|
2019
Q2 | – | Sell |
-31,013
| Closed | -$6M | – | 390 |
|
2019
Q1 | $6M | Hold |
31,013
| – | – | 0.68% | 43 |
|
2018
Q4 | $5.39M | Hold |
31,013
| – | – | 0.94% | 21 |
|
2018
Q3 | $5.2M | Hold |
31,013
| – | – | 0.88% | 22 |
|
2018
Q2 | $5.18M | Buy |
+31,013
| New | +$5.18M | 0.77% | 28 |
|