3IP
3Chopt Investment Partners’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $973K | Buy |
14,016
+62
| +0.4% | +$4.3K | 0.23% | 88 |
|
2025
Q1 | $989K | Buy |
+13,954
| New | +$989K | 0.26% | 88 |
|
2024
Q3 | – | Sell |
-5,566
| Closed | -$394K | – | 142 |
|
2024
Q2 | $394K | Buy |
+5,566
| New | +$394K | 0.12% | 140 |
|
2024
Q1 | – | Sell |
-4,051
| Closed | -$246K | – | 129 |
|
2023
Q4 | $246K | Buy |
+4,051
| New | +$246K | 0.09% | 153 |
|
2023
Q3 | – | Sell |
-3,518
| Closed | -$261K | – | 107 |
|
2023
Q2 | $261K | Hold |
3,518
| – | – | 0.13% | 121 |
|
2023
Q1 | $271K | Buy |
3,518
+128
| +4% | +$9.87K | 0.14% | 123 |
|
2022
Q4 | $283K | Buy |
+3,390
| New | +$283K | 0.15% | 115 |
|