American Research & Management Company’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $707K | Buy |
9,013
+47
| +0.5% | +$3.99K | 0.2% | 76 |
|
|
2022
Q2 | $695K | Buy |
8,966
+500
| +6% | +$38.1K | 0.18% | 78 |
|
|
2022
Q1 | $717K | Buy |
8,466
+600
| +8% | +$48.1K | 0.16% | 78 |
|
|
2021
Q4 | $734K | Buy |
7,866
+250
| +3% | +$21.6K | 0.16% | 80 |
|
|
2021
Q3 | $598K | Hold |
7,616
| – | – | 0.14% | 85 |
|
|
2021
Q2 | $558K | Hold |
7,616
| – | – | 0.13% | 87 |
|
|
2021
Q1 | $576K | Hold |
7,616
| – | – | 0.14% | 87 |
|
|
2020
Q4 | $588K | Buy |
7,616
+516
| +7% | +$38.6K | 0.15% | 86 |
|
|
2020
Q3 | $493K | Hold |
7,100
| – | – | 0.14% | 80 |
|
|
2020
Q2 | $426K | Hold |
7,100
| – | – | 0.13% | 86 |
|
|
2020
Q1 | $427K | Sell |
7,100
-200
| -3% | -$12.6K | 0.16% | 84 |
|
|
2019
Q4 | $442K | Sell |
7,300
-100
| -1% | -$5.84K | 0.13% | 96 |
|
|
2019
Q3 | $431K | Hold |
7,400
| – | – | 0.13% | 102 |
|
|
2019
Q2 | $379K | Hold |
7,400
| – | – | 0.11% | 110 |
|
|
2019
Q1 | $358K | Hold |
7,400
| – | – | 0.1% | 114 |
|
|
2018
Q4 | $322K | Hold |
7,400
| – | – | 0.11% | 109 |
|
|
2018
Q3 | $310K | Sell |
7,400
-500
| -6% | -$21.3K | 0.09% | 115 |
|
|
2018
Q2 | $330K | Sell |
7,900
-4,000
| -34% | -$162K | 0.11% | 101 |
|
|
2018
Q1 | $486K | Hold |
11,900
| – | – | 0.16% | 91 |
|
|
2017
Q4 | $465K | Buy |
11,900
+1,100
| +10% | +$42.5K | 0.14% | 97 |
|
|
2017
Q3 | $396K | Hold |
10,800
| – | – | 0.13% | 99 |
|
|
2017
Q2 | $378K | Hold |
10,800
| – | – | 0.12% | 94 |
|
|
2017
Q1 | $347K | Hold |
10,800
| – | – | 0.12% | 86 |
|
|
2016
Q4 | $323K | Hold |
10,800
| – | – | 0.11% | 99 |
|
|
2016
Q3 | $330K | Buy |
10,800
+9,600
| +800% | +$302K | 0.12% | 90 |
|
|
2016
Q2 | $39K | Hold |
1,200
| – | – | 0.02% | 183 |
|
|
2016
Q1 | $36K | Hold |
1,200
| – | – | 0.02% | 188 |
|
|
2015
Q4 | $31K | Hold |
1,200
| – | – | 0.01% | 199 |
|
|
2015
Q3 | $29K | Hold |
1,200
| – | – | 0.01% | 208 |
|
|
2015
Q2 | $29K | Hold |
1,200
| – | – | 0.01% | 214 |
|
|
2015
Q1 | $31K | Hold |
1,200
| – | – | 0.01% | 208 |
|
|
2014
Q4 | $32K | Hold |
1,200
| – | – | 0.01% | 199 |
|
|
2014
Q3 | $28K | Hold |
1,200
| – | – | 0.01% | 213 |
|
|
2014
Q2 | $31K | Hold |
1,200
| – | – | 0.01% | 208 |
|
|
2014
Q1 | $29K | Hold |
1,200
| – | – | 0.01% | 212 |
|
|
2013
Q4 | $26K | Hold |
1,200
| – | – | 0.01% | 223 |
|
|
2013
Q3 | $24K | Hold |
1,200
| – | – | 0.01% | 222 |
|
|
2013
Q2 | $24K | Buy |
+1,200
| New | +$23.8K | 0.01% | 214 |
|
Other funds holding NEE
American Research & Management Company's NEE Position: Q3 2022 in Review
American Research & Management Company increased its NextEra Energy (NEE) stake by 0.52% in Q3 2022, buying an estimated $3.99K and bringing the position to 9,013 shares worth $707K. The position accounts for 0.2% of the portfolio, ranked #76.
American Research & Management Company first reported a position in NEE in Q2 2013 and has held it in 38 quarters since. The position peaked at $734K in Q4 2021. 2,344 funds tracked by Wall St. Rank hold NEE as of Q3 2022.
- American Research & Management Company held 9,013 shares of NextEra Energy worth $707K as of Q3 2022.
- American Research & Management Company bought 47 NextEra Energy shares in Q3 2022, an estimated $3.99K.
- NextEra Energy made up 0.2% of American Research & Management Company's portfolio in Q3 2022, its #76 holding.
- American Research & Management Company first reported a position in NextEra Energy in Q2 2013 and has held it in 38 quarters since.
- American Research & Management Company's NextEra Energy position peaked at $734K in Q4 2021.
- 2,344 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.
Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.