WGAM
Wilkinson Global Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,600
| Closed | -$607K | – | 91 |
|
|
2023
Q3 | $607K | Sell |
10,600
-570
| -5% | -$32.7K | 0.05% | 51 |
|
|
2023
Q2 | $829K | Sell |
11,170
-10,000
| -47% | -$742K | 0.06% | 45 |
|
|
2023
Q1 | $1.63M | Sell |
21,170
-400
| -2% | -$30.8K | 0.13% | 35 |
|
|
2022
Q4 | $1.8M | Hold |
21,570
| – | – | 0.15% | 36 |
|
|
2022
Q3 | $1.69M | Sell |
21,570
-10,830
| -33% | -$849K | 0.15% | 37 |
|
|
2022
Q2 | $2.51M | Sell |
32,400
-11,030
| -25% | -$854K | 0.21% | 31 |
|
|
2022
Q1 | $3.68M | Hold |
43,430
| – | – | 0.24% | 32 |
|
|
2021
Q4 | $4.05M | Hold |
43,430
| – | – | 0.22% | 33 |
|
|
2021
Q3 | $3.41M | Sell |
43,430
-3,090
| -7% | -$243K | 0.21% | 36 |
|
|
2021
Q2 | $3.41M | Hold |
46,520
| – | – | 0.2% | 37 |
|
|
2021
Q1 | $3.52M | Buy |
+46,520
| New | +$3.52M | 0.22% | 33 |
|