Ziegler 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $7.26M | Sell |
113,591
-35,063
| -24% | -$2.24M | 0.28% | 120 |
|
|
2023
Q4 | $9.03M | Buy |
148,654
+20,290
| +16% | +$1.23M | 0.41% | 54 |
|
|
2023
Q3 | $7.35M | Buy |
128,364
+3,817
| +3% | +$219K | 0.29% | 122 |
|
|
2023
Q2 | $9.24M | Sell |
124,547
-35,213
| -22% | -$2.61M | 0.35% | 100 |
|
|
2023
Q1 | $12.3M | Sell |
159,760
-1,358
| -0.8% | -$105K | 0.49% | 54 |
|
|
2022
Q4 | $13.5M | Buy |
161,118
+5,626
| +4% | +$470K | 0.57% | 39 |
|
|
2022
Q3 | $12.2M | Sell |
155,492
-12,904
| -8% | -$1.01M | 0.53% | 44 |
|
|
2022
Q2 | $13M | Buy |
168,396
+1,679
| +1% | +$130K | 0.54% | 40 |
|
|
2022
Q1 | $14.1M | Sell |
166,717
-2,926
| -2% | -$248K | 0.6% | 48 |
|
|
2021
Q4 | $15.8M | Sell |
169,643
-7,092
| -4% | -$662K | 0.57% | 46 |
|
|
2021
Q3 | $13.9M | Buy |
176,735
+8,423
| +5% | +$661K | 0.5% | 58 |
|
|
2021
Q2 | $12.3M | Sell |
168,312
-97,919
| -37% | -$7.18M | 0.41% | 86 |
|
|
2021
Q1 | $20.1M | Buy |
266,231
+509
| +0.2% | +$38.5K | 0.63% | 35 |
|
|
2020
Q4 | $20.5M | Buy |
265,722
+20,782
| +8% | +$1.6M | 0.68% | 26 |
|
|
2020
Q3 | $17M | Buy |
244,940
+116,340
| +90% | +$8.07M | 0.65% | 32 |
|
|
2020
Q2 | $7.72M | Buy |
128,600
+228
| +0.2% | +$13.7K | 0.25% | 134 |
|
|
2020
Q1 | $7.72M | Buy |
+128,372
| New | +$7.72M | 0.21% | 140 |
|