AHIA
Andrew Hill Investment Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-20,408
| Closed | -$1.46M | – | 52 |
|
2024
Q4 | $1.46M | Sell |
20,408
-45,124
| -69% | -$3.24M | 1.09% | 29 |
|
2024
Q3 | $5.54M | Buy |
65,532
+90
| +0.1% | +$7.61K | 4.15% | 6 |
|
2024
Q2 | $4.63M | Buy |
65,442
+14,386
| +28% | +$1.02M | 3.84% | 7 |
|
2024
Q1 | $3.26M | Buy |
51,056
+4,198
| +9% | +$268K | 2.88% | 15 |
|
2023
Q4 | $2.85M | Buy |
+46,858
| New | +$2.85M | 2.97% | 16 |
|
2022
Q3 | $4.47M | Sell |
57,053
-2,265
| -4% | -$178K | 6.07% | 2 |
|
2022
Q2 | $4.59M | Sell |
59,318
-2,056
| -3% | -$159K | 6.6% | 2 |
|
2022
Q1 | $5.2M | Buy |
61,374
+4,877
| +9% | +$413K | 5.77% | 3 |
|
2021
Q4 | $5.27M | Buy |
+56,497
| New | +$5.27M | 4.93% | 2 |
|