Triumph Capital Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,907
| Closed | -$243K | – | 216 |
|
|
2022
Q4 | $243K | Buy |
+2,907
| New | +$243K | 0.13% | 167 |
|
|
2022
Q3 | – | Sell |
-2,794
| Closed | -$216K | – | 220 |
|
|
2022
Q2 | $216K | Sell |
2,794
-230
| -8% | -$17.8K | 0.11% | 177 |
|
|
2022
Q1 | $256K | Buy |
3,024
+157
| +5% | +$13.3K | 0.11% | 180 |
|
|
2021
Q4 | $268K | Buy |
+2,867
| New | +$268K | 0.12% | 163 |
|