Carmichael Hill & Associates’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
Q3 | $452K | Buy |
5,345
+31
| +0.6% | +$2.62K | 0.16% | 102 |
|
|
2024
Q2 | $376K | Hold |
5,314
| – | – | 0.15% | 108 |
|
|
2024
Q1 | $340K | Hold |
5,314
| – | – | 0.13% | 117 |
|
|
2023
Q4 | $323K | Hold |
5,314
| – | – | 0.13% | 116 |
|
|
2023
Q3 | $304K | Hold |
5,314
| – | – | 0.14% | 113 |
|
|
2023
Q2 | $394K | Sell |
5,314
-84
| -2% | -$6.23K | 0.18% | 97 |
|
|
2023
Q1 | $416K | Buy |
5,398
+592
| +12% | +$45.6K | 0.2% | 92 |
|
|
2022
Q4 | $402K | Hold |
4,806
| – | – | 0.21% | 89 |
|
|
2022
Q3 | $377K | Hold |
4,806
| – | – | 0.2% | 91 |
|
|
2022
Q2 | $372K | Buy |
4,806
+21
| +0.4% | +$1.63K | 0.2% | 99 |
|
|
2022
Q1 | $405K | Hold |
4,785
| – | – | 0.19% | 99 |
|
|
2021
Q4 | $447K | Hold |
4,785
| – | – | 0.2% | 97 |
|
|
2021
Q3 | $376K | Hold |
4,785
| – | – | 0.19% | 95 |
|
|
2021
Q2 | $351K | Sell |
4,785
-15
| -0.3% | -$1.1K | 0.18% | 103 |
|
|
2021
Q1 | $363K | Hold |
4,800
| – | – | 0.2% | 93 |
|
|
2020
Q4 | $370K | Hold |
4,800
| – | – | 0.22% | 88 |
|
|
2020
Q3 | $333K | Hold |
4,800
| – | – | 0.22% | 87 |
|
|
2020
Q2 | $288K | Hold |
4,800
| – | – | 0.21% | 92 |
|
|
2020
Q1 | $289K | Hold |
4,800
| – | – | 0.25% | 77 |
|
|
2019
Q4 | $291K | Hold |
4,800
| – | – | 0.21% | 93 |
|
|
2019
Q3 | $280K | Buy |
4,800
+40
| +0.8% | +$2.33K | 0.28% | 86 |
|
|
2019
Q2 | $244K | Hold |
4,760
| – | – | 0.24% | 97 |
|
|
2019
Q1 | $230K | Hold |
4,760
| – | – | 0.24% | 97 |
|
|
2018
Q4 | $207K | Buy |
+4,760
| New | +$207K | 0.24% | 98 |
|