Charles D. Hyman’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 | $3.73M | Sell |
52,688
-1,220
| -2% | -$86.4K | 0.21% | 74 |
|
2024
Q1 | $3.45M | Sell |
53,908
-1,640
| -3% | -$105K | 0.19% | 79 |
|
2023
Q4 | $3.37M | Hold |
55,548
| – | – | 0.2% | 78 |
|
2023
Q3 | $3.18M | Sell |
55,548
-750
| -1% | -$43K | 0.21% | 77 |
|
2023
Q2 | $4.18M | Hold |
56,298
| – | – | 0.26% | 64 |
|
2023
Q1 | $4.34M | Sell |
56,298
-1,788
| -3% | -$138K | 0.29% | 66 |
|
2022
Q4 | $4.86M | Sell |
58,086
-2,097
| -3% | -$175K | 0.33% | 55 |
|
2022
Q3 | $4.72M | Buy |
60,183
+40
| +0.1% | +$3.14K | 0.36% | 54 |
|
2022
Q2 | $4.66M | Sell |
60,143
-1,203
| -2% | -$93.2K | 0.34% | 59 |
|
2022
Q1 | $5.2M | Buy |
61,346
+5,959
| +11% | +$505K | 0.33% | 59 |
|
2021
Q4 | $5.17M | Buy |
55,387
+1,502
| +3% | +$140K | 0.33% | 58 |
|
2021
Q3 | $4.23M | Buy |
53,885
+7,065
| +15% | +$555K | 0.3% | 62 |
|
2021
Q2 | $3.43M | Sell |
46,820
-528
| -1% | -$38.7K | 0.24% | 73 |
|
2021
Q1 | $3.58M | Hold |
47,348
| – | – | 0.26% | 72 |
|
2020
Q4 | $3.65M | Sell |
47,348
-1,904
| -4% | -$147K | 0.29% | 66 |
|
2020
Q3 | $3.42M | Sell |
49,252
-104
| -0.2% | -$7.22K | 0.3% | 65 |
|
2020
Q2 | $2.96M | Buy |
49,356
+37,400
| +313% | +$2.25M | 0.29% | 67 |
|
2020
Q1 | $719K | Hold |
11,956
| – | – | 0.09% | 100 |
|
2019
Q4 | $724K | Buy |
11,956
+144
| +1% | +$8.72K | 0.07% | 107 |
|
2019
Q3 | $688K | Sell |
11,812
-400
| -3% | -$23.3K | 0.07% | 106 |
|
2019
Q2 | $625K | Sell |
12,212
-200
| -2% | -$10.2K | 0.07% | 112 |
|
2019
Q1 | $600K | Hold |
12,412
| – | – | 0.06% | 120 |
|
2018
Q4 | $539K | Hold |
12,412
| – | – | 0.06% | 114 |
|
2018
Q3 | $520K | Sell |
12,412
-320
| -3% | -$13.4K | 0.05% | 118 |
|
2018
Q2 | $532K | Sell |
12,732
-200
| -2% | -$8.36K | 0.06% | 116 |
|
2018
Q1 | $528K | Buy |
12,932
+720
| +6% | +$29.4K | 0.06% | 115 |
|
2017
Q4 | $477K | Sell |
12,212
-60
| -0.5% | -$2.34K | 0.05% | 117 |
|
2017
Q3 | $450K | Buy |
12,272
+60
| +0.5% | +$2.2K | 0.06% | 113 |
|
2017
Q2 | $428K | Hold |
12,212
| – | – | 0.05% | 110 |
|
2017
Q1 | $392K | Sell |
12,212
-572
| -4% | -$18.4K | 0.05% | 113 |
|
2016
Q4 | $382K | Buy |
12,784
+324
| +3% | +$9.68K | 0.05% | 112 |
|
2016
Q3 | $381K | Hold |
12,460
| – | – | 0.06% | 115 |
|
2016
Q2 | $406K | Hold |
12,460
| – | – | 0.06% | 115 |
|
2016
Q1 | $369K | Hold |
12,460
| – | – | 0.06% | 114 |
|
2015
Q4 | $324K | Sell |
12,460
-400
| -3% | -$10.4K | 0.05% | 119 |
|
2015
Q3 | $314K | Hold |
12,860
| – | – | 0.06% | 122 |
|
2015
Q2 | $315K | Sell |
12,860
-640
| -5% | -$15.7K | 0.05% | 125 |
|
2015
Q1 | $351K | Hold |
13,500
| – | – | 0.06% | 121 |
|
2014
Q4 | $359K | Hold |
13,500
| – | – | 0.06% | 118 |
|
2014
Q3 | $317K | Hold |
13,500
| – | – | 0.05% | 118 |
|
2014
Q2 | $346K | Hold |
13,500
| – | – | 0.06% | 115 |
|
2014
Q1 | $323K | Hold |
13,500
| – | – | 0.06% | 114 |
|
2013
Q4 | $289K | Buy |
13,500
+2,140
| +19% | +$45.8K | 0.05% | 116 |
|
2013
Q3 | $228K | Hold |
11,360
| – | – | 0.05% | 124 |
|
2013
Q2 | $231K | Buy |
+11,360
| New | +$231K | 0.05% | 124 |
|