Cordasco Financial Network’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $8K | Hold |
100
| – | – | 0.01% | 404 |
|
|
2022
Q1 | $8K | Hold |
100
| – | – | 0.01% | 402 |
|
|
2021
Q4 | $9K | Hold |
100
| – | – | 0.01% | 387 |
|
|
2021
Q3 | $8K | Hold |
100
| – | – | 0.01% | 409 |
|
|
2021
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 434 |
|
|
2021
Q1 | $8K | Hold |
100
| – | – | 0.01% | 399 |
|
|
2020
Q4 | $8K | Hold |
100
| – | – | 0.01% | 355 |
|
|
2020
Q3 | $7K | Hold |
100
| – | – | 0.01% | 363 |
|
|
2020
Q2 | $6K | Hold |
100
| – | – | 0.01% | 344 |
|
|
2020
Q1 | $6K | Hold |
100
| – | – | 0.01% | 307 |
|
|
2019
Q4 | $6K | Hold |
100
| – | – | 0.01% | 337 |
|
|
2019
Q3 | $6K | Hold |
100
| – | – | 0.01% | 349 |
|
|
2019
Q2 | $5K | Buy |
+100
| New | +$4.92K | ﹤0.01% | 367 |
|
|
2018
Q4 | – | Sell |
-4,000
| Closed | -$168K | – | 397 |
|
|
2018
Q3 | $168K | Hold |
4,000
| – | – | 0.16% | 73 |
|
|
2018
Q2 | $167K | Hold |
4,000
| – | – | 0.16% | 74 |
|
|
2018
Q1 | $163K | Hold |
4,000
| – | – | 0.18% | 71 |
|
|
2017
Q4 | $156K | Hold |
4,000
| – | – | 0.16% | 75 |
|
|
2017
Q3 | $147K | Hold |
4,000
| – | – | 0.16% | 72 |
|
|
2017
Q2 | $140K | Hold |
4,000
| – | – | 0.16% | 73 |
|
|
2017
Q1 | $128K | Hold |
4,000
| – | – | 0.15% | 78 |
|
|
2016
Q4 | $119K | Hold |
4,000
| – | – | 0.14% | 83 |
|
|
2016
Q3 | $130K | Hold |
4,000
| – | – | 0.15% | 80 |
|
|
2016
Q2 | $130K | Hold |
4,000
| – | – | 0.15% | 80 |
|
|
2016
Q1 | $118K | Sell |
4,000
-1,080
| -21% | -$30.3K | 0.13% | 88 |
|
|
2015
Q4 | $132K | Hold |
5,080
| – | – | 0.12% | 88 |
|
|
2015
Q3 | $124K | Hold |
5,080
| – | – | 0.1% | 88 |
|
|
2015
Q2 | $124K | Hold |
5,080
| – | – | 0.1% | 86 |
|
|
2015
Q1 | $132K | Hold |
5,080
| – | – | 0.09% | 102 |
|
|
2014
Q4 | $135K | Hold |
5,080
| – | – | 0.1% | 110 |
|
|
2014
Q3 | $119K | Buy |
5,080
+1,080
| +27% | +$26.1K | 0.09% | 119 |
|
|
2014
Q2 | $102K | Hold |
4,000
| – | – | 0.08% | 121 |
|
|
2014
Q1 | $96K | Hold |
4,000
| – | – | 0.08% | 119 |
|
|
2013
Q4 | $86K | Buy |
+4,000
| New | +$84.3K | 0.06% | 117 |
|
Other funds holding NEE
Cordasco Financial Network's NEE Position: Q2 2022 in Review
Cordasco Financial Network held its NextEra Energy (NEE) position steady in Q2 2022 at 100 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #404.
Cordasco Financial Network first reported a position in NEE in Q4 2013 and has held it in 33 quarters since. The position peaked at $168K in Q3 2018. 2,312 funds tracked by Wall St. Rank hold NEE as of Q2 2022.
- Cordasco Financial Network held 100 shares of NextEra Energy worth $8K as of Q2 2022.
- Cordasco Financial Network left its NextEra Energy share count unchanged in Q2 2022.
- NextEra Energy made up 0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #404 holding.
- Cordasco Financial Network first reported a position in NextEra Energy in Q4 2013 and has held it in 33 quarters since.
- Cordasco Financial Network's NextEra Energy position peaked at $168K in Q3 2018.
- 2,312 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.
Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.