Trellis Advisors, LLC
- SEC CIK
- 0001722638
- Latest filing
- Jan 16, 2024
NEE holding history
Nextera Energy Inc in every 13F filed by Trellis Advisors, 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 Q4 2023 holdings
- Shares (Q1 2023)
- 0
- Sold out in Q1 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 0 | $0 | 0.0% | −2,779−100.0% | Sold out | Holders |
| Q4 2022 | 2,779 | $232.3K | 0.1% | +110+4.1% | Added | Holders |
| Q3 2022 | 2,669 | $209.0K | 0.1% | +2,669 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −2,364−100.0% | Sold out | Holders |
| Q1 2022 | 2,364 | $200.0K | 0.1% | +16+0.7% | Added | Holders |
| Q4 2021 | 2,348 | $220.0K | 0.1% | +2,348 | New | Holders |