Chartwell Investment Partners’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
Q1 | – | Sell |
-178,584
| Closed | -$10.8M | – | 434 |
|
|
2023
Q4 | $10.8M | Sell |
178,584
-1,456
| -0.8% | -$88.4K | 0.38% | 86 |
|
|
2023
Q3 | $10.3M | Sell |
180,040
-267
| -0.1% | -$15.3K | 0.4% | 75 |
|
|
2023
Q2 | $13.4M | Buy |
180,307
+6,940
| +4% | +$515K | 0.48% | 47 |
|
|
2023
Q1 | $13.4M | Buy |
173,367
+31,019
| +22% | +$2.39M | 0.51% | 52 |
|
|
2022
Q4 | $11.9M | Buy |
142,348
+22,394
| +19% | +$1.87M | 0.47% | 63 |
|
|
2022
Q3 | $9.41M | Buy |
119,954
+863
| +0.7% | +$67.7K | 0.4% | 81 |
|
|
2022
Q2 | $9.23M | Buy |
119,091
+96,418
| +425% | +$7.47M | 0.37% | 92 |
|
|
2022
Q1 | $1.92M | Buy |
22,673
+1,326
| +6% | +$112K | 0.06% | 302 |
|
|
2021
Q4 | $1.99M | Sell |
21,347
-110
| -0.5% | -$10.3K | 0.06% | 307 |
|
|
2021
Q3 | $1.69M | Sell |
21,457
-38,980
| -64% | -$3.06M | 0.05% | 320 |
|
|
2021
Q2 | $4.43M | Buy |
+60,437
| New | +$4.43M | 0.13% | 219 |
|