Virtus Investment Advisers’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
Q3 | – | Sell |
-3,102
| Closed | -$230K | – | 276 |
|
|
2023
Q2 | $230K | Hold |
3,102
| – | – | 0.16% | 171 |
|
|
2023
Q1 | $239K | Hold |
3,102
| – | – | 0.17% | 163 |
|
|
2022
Q4 | $259K | Hold |
3,102
| – | – | 0.17% | 165 |
|
|
2022
Q3 | $243K | Buy |
+3,102
| New | +$243K | 0.11% | 173 |
|
|
2017
Q4 | – | Sell |
-36,728
| Closed | -$1.35M | – | 523 |
|
|
2017
Q3 | $1.35M | Sell |
36,728
-5,704
| -13% | -$209K | 0.14% | 186 |
|
|
2017
Q2 | $1.49M | Sell |
42,432
-5,988
| -12% | -$210K | 0.15% | 182 |
|
|
2017
Q1 | $1.55M | Sell |
48,420
-8,484
| -15% | -$272K | 0.14% | 192 |
|
|
2016
Q4 | $1.7M | Sell |
56,904
-253,376
| -82% | -$7.57M | 0.13% | 201 |
|
|
2016
Q3 | $9.49M | Buy |
+310,280
| New | +$9.49M | 0.61% | 38 |
|