Banque Pictet & Cie’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,370
| Closed | -$535K | – | 319 |
|
|
2024
Q1 | $535K | Buy |
+8,370
| New | +$535K | 0.01% | 259 |
|
|
2023
Q3 | – | Sell |
-14,169
| Closed | -$1.05M | – | 498 |
|
|
2023
Q2 | $1.05M | Sell |
14,169
-16,555
| -54% | -$1.23M | 0.01% | 328 |
|
|
2023
Q1 | $2.37M | Sell |
30,724
-24,662
| -45% | -$1.9M | 0.02% | 252 |
|
|
2022
Q4 | $4.63M | Sell |
55,386
-22,764
| -29% | -$1.9M | 0.05% | 191 |
|
|
2022
Q3 | $6.13M | Buy |
78,150
+7,805
| +11% | +$612K | 0.07% | 149 |
|
|
2022
Q2 | $5.45K | Buy |
70,345
+30,727
| +78% | +$2.38K | 0.05% | 168 |
|
|
2022
Q1 | $3.36M | Sell |
39,618
-6,520
| -14% | -$552K | 0.03% | 240 |
|
|
2021
Q4 | $4.31M | Buy |
46,138
+36,038
| +357% | +$3.36M | 0.03% | 225 |
|
|
2021
Q3 | $793K | Hold |
10,100
| – | – | 0.01% | 274 |
|
|
2021
Q2 | $740K | Hold |
10,100
| – | – | 0.01% | 278 |
|
|
2021
Q1 | $764K | Hold |
10,100
| – | – | 0.01% | 275 |
|
|
2020
Q4 | $779K | Hold |
10,100
| – | – | 0.01% | 247 |
|
|
2020
Q3 | $701K | Hold |
10,100
| – | – | 0.01% | 234 |
|
|
2020
Q2 | $606K | Hold |
10,100
| – | – | 0.01% | 250 |
|
|
2020
Q1 | $608K | Hold |
10,100
| – | – | 0.01% | 247 |
|
|
2019
Q4 | $611K | Hold |
10,100
| – | – | 0.01% | 279 |
|
|
2019
Q3 | $588K | Hold |
10,100
| – | – | 0.01% | 255 |
|
|
2019
Q2 | $517K | Hold |
10,100
| – | – | 0.01% | 257 |
|
|
2019
Q1 | $488K | Sell |
10,100
-11,200
| -53% | -$541K | 0.01% | 260 |
|
|
2018
Q4 | $926K | Hold |
21,300
| – | – | 0.02% | 221 |
|
|
2018
Q3 | $892K | Buy |
21,300
+10,100
| +90% | +$423K | 0.02% | 238 |
|
|
2018
Q2 | $468K | Hold |
11,200
| – | – | 0.01% | 276 |
|
|
2018
Q1 | $457K | Hold |
11,200
| – | – | 0.01% | 288 |
|
|
2017
Q4 | $437K | Hold |
11,200
| – | – | 0.01% | 281 |
|
|
2017
Q3 | $410K | Buy |
+11,200
| New | +$410K | 0.01% | 304 |
|