Surevest, LLC
- SEC CIK
- 0001593842
- Latest filing
- Nov 14, 2022
NEE holding history
Nextera Energy Inc in every 13F filed by Surevest, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
NEE overviewAll 13F holders of NEEFull Q3 2022 holdings
- Shares (Q3 2022)
- 3,789
- Value
- $297.0K
- % of portfolio
- 0.1%
- Quarters held
- 5
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2022 | 3,789 | $297.0K | 0.1% | −32−0.8% | Reduced | Holders |
| Q2 2022 | 3,821 | $296.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 3,821 | $324.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 3,821 | $357.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 3,821 | $300.0K | 0.1% | +3,821 | New | Holders |