1834 Investment Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,140
| Closed | -$242K | – | 242 |
|
|
2023
Q1 | $242K | Hold |
3,140
| – | – | 0.03% | 223 |
|
|
2022
Q4 | $263K | Hold |
3,140
| – | – | 0.04% | 167 |
|
|
2022
Q3 | $246K | Hold |
3,140
| – | – | 0.04% | 176 |
|
|
2022
Q2 | $243K | Sell |
3,140
-164
| -5% | -$12.5K | 0.03% | 175 |
|
|
2022
Q1 | $280K | Sell |
3,304
-388
| -11% | -$31.1K | 0.03% | 166 |
|
|
2021
Q4 | $345K | Hold |
3,692
| – | – | 0.04% | 152 |
|
|
2021
Q3 | $290K | Sell |
3,692
-1,583
| -30% | -$128K | 0.04% | 158 |
|
|
2021
Q2 | $387K | Buy |
5,275
+908
| +21% | +$68.1K | 0.05% | 145 |
|
|
2021
Q1 | $330K | Buy |
4,367
+67
| +2% | +$5.23K | 0.04% | 155 |
|
|
2020
Q4 | $332K | Hold |
4,300
| – | – | 0.04% | 160 |
|
|
2020
Q3 | $298K | Hold |
4,300
| – | – | 0.04% | 155 |
|
|
2020
Q2 | $258K | Hold |
4,300
| – | – | 0.04% | 156 |
|
|
2020
Q1 | $259K | Hold |
4,300
| – | – | 0.05% | 154 |
|
|
2019
Q4 | $260K | Hold |
4,300
| – | – | 0.04% | 172 |
|
|
2019
Q3 | $251K | Buy |
4,300
+200
| +5% | +$10.8K | 0.04% | 178 |
|
|
2019
Q2 | $210K | Hold |
4,100
| – | – | 0.03% | 186 |
|
|
2019
Q1 | $198K | Hold |
4,100
| – | – | 0.03% | 197 |
|
|
2018
Q4 | $178K | Hold |
4,100
| – | – | 0.03% | 191 |
|
|
2018
Q3 | $172K | Hold |
4,100
| – | – | 0.03% | 204 |
|
|
2018
Q2 | $171K | Sell |
4,100
-1,400
| -25% | -$56.5K | 0.03% | 192 |
|
|
2018
Q1 | $225K | Hold |
5,500
| – | – | 0.04% | 171 |
|
|
2017
Q4 | $215K | Hold |
5,500
| – | – | 0.03% | 167 |
|
|
2017
Q3 | $202K | Sell |
5,500
-244
| -4% | -$8.94K | 0.04% | 165 |
|
|
2017
Q2 | $201K | Sell |
5,744
-3,600
| -39% | -$123K | 0.04% | 169 |
|
|
2017
Q1 | $300K | Sell |
9,344
-5,600
| -37% | -$176K | 0.06% | 158 |
|
|
2016
Q4 | $446K | Sell |
14,944
-1,456
| -9% | -$43.5K | 0.09% | 125 |
|
|
2016
Q3 | $502K | Sell |
16,400
-1,200
| -7% | -$37.8K | 0.11% | 118 |
|
|
2016
Q2 | $574K | Hold |
17,600
| – | – | 0.12% | 120 |
|
|
2016
Q1 | $521K | Hold |
17,600
| – | – | 0.12% | 119 |
|
|
2015
Q4 | $457K | Sell |
17,600
-9,600
| -35% | -$243K | 0.11% | 128 |
|
|
2015
Q3 | $663K | Hold |
27,200
| – | – | 0.16% | 117 |
|
|
2015
Q2 | $667K | Hold |
27,200
| – | – | 0.18% | 98 |
|
|
2015
Q1 | $708K | Buy |
27,200
+400
| +1% | +$10.6K | 0.19% | 99 |
|
|
2014
Q4 | $712K | Sell |
26,800
-4,280
| -14% | -$108K | 0.2% | 93 |
|
|
2014
Q3 | $729K | Sell |
31,080
-760
| -2% | -$18.4K | 0.2% | 93 |
|
|
2014
Q2 | $816K | Sell |
31,840
-2,400
| -7% | -$58.4K | 0.22% | 90 |
|
|
2014
Q1 | $819K | Hold |
34,240
| – | – | 0.24% | 87 |
|
|
2013
Q4 | $733K | Sell |
34,240
-560
| -2% | -$11.8K | 0.22% | 93 |
|
|
2013
Q3 | $697K | Hold |
34,800
| – | – | 0.23% | 85 |
|
|
2013
Q2 | $709K | Buy |
+34,800
| New | +$690K | 0.24% | 88 |
|
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