VNIM
Vaughan Nelson Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,587,388
| Closed | -$96.4M | – | 238 |
|
|
2023
Q4 | $96.4M | Sell |
1,587,388
-283,073
| -15% | -$17.2M | 0.96% | 32 |
|
|
2023
Q3 | $107M | Sell |
1,870,461
-1,047,868
| -36% | -$60M | 1.21% | 26 |
|
|
2023
Q2 | $217M | Buy |
2,918,329
+51,881
| +2% | +$3.85M | 2.4% | 7 |
|
|
2023
Q1 | $221M | Sell |
2,866,448
-9,694
| -0.3% | -$747K | 2.73% | 4 |
|
|
2022
Q4 | $240M | Buy |
2,876,142
+205,246
| +8% | +$17.2M | 3.11% | 1 |
|
|
2022
Q3 | $209M | Buy |
2,670,896
+1,289
| +0% | +$101K | 3.03% | 2 |
|
|
2022
Q2 | $207M | Buy |
2,669,607
+122,250
| +5% | +$9.47M | 2.79% | 5 |
|
|
2022
Q1 | $216M | Buy |
2,547,357
+180,860
| +8% | +$15.3M | 2.45% | 8 |
|
|
2021
Q4 | $221M | Buy |
2,366,497
+51,090
| +2% | +$4.77M | 2.26% | 12 |
|
|
2021
Q3 | $182M | Buy |
2,315,407
+531,032
| +30% | +$41.7M | 1.85% | 14 |
|
|
2021
Q2 | $131M | Buy |
+1,784,375
| New | +$131M | 1.32% | 19 |
|