E. Ohman J:or Asset Management’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 |
-81,100
| Closed | -$4.93M | – | 426 |
|
2023
Q4 | $4.93M | Sell |
81,100
-9,900
| -11% | -$601K | 0.18% | 73 |
|
2023
Q3 | $5.21M | Sell |
91,000
-1,700
| -2% | -$97.4K | 0.2% | 69 |
|
2023
Q2 | $6.88M | Buy |
92,700
+4,700
| +5% | +$349K | 0.25% | 60 |
|
2023
Q1 | $6.78M | Buy |
+88,000
| New | +$6.78M | 0.27% | 61 |
|
2020
Q2 | – | Sell |
-70,000
| Closed | -$4.21M | – | 454 |
|
2020
Q1 | $4.21M | Sell |
70,000
-26,800
| -28% | -$1.61M | 0.31% | 52 |
|
2019
Q4 | $5.86M | Buy |
96,800
+12,400
| +15% | +$751K | 0.32% | 54 |
|
2019
Q3 | $4.92M | Buy |
84,400
+5,200
| +7% | +$303K | 0.31% | 58 |
|
2019
Q2 | $4.06M | Buy |
79,200
+3,600
| +5% | +$184K | 0.27% | 60 |
|
2019
Q1 | $3.65M | Sell |
75,600
-4,400
| -6% | -$213K | 0.25% | 62 |
|
2018
Q4 | $3.48M | Buy |
80,000
+18,000
| +29% | +$782K | 0.25% | 69 |
|
2018
Q3 | $2.6M | Buy |
62,000
+800
| +1% | +$33.5K | 0.17% | 94 |
|
2018
Q2 | $2.56M | Buy |
61,200
+19,600
| +47% | +$818K | 0.18% | 93 |
|
2018
Q1 | $1.7M | Sell |
41,600
-2,800
| -6% | -$114K | 0.14% | 103 |
|
2017
Q4 | $1.73M | Sell |
44,400
-6,400
| -13% | -$250K | 0.14% | 101 |
|
2017
Q3 | $1.86M | Buy |
50,800
+800
| +2% | +$29.3K | 0.17% | 93 |
|
2017
Q2 | $1.75M | Hold |
50,000
| – | – | 0.18% | 90 |
|
2017
Q1 | $1.6M | Buy |
50,000
+8,000
| +19% | +$257K | 0.2% | 100 |
|
2016
Q4 | $1.25M | Buy |
42,000
+3,600
| +9% | +$108K | 0.17% | 107 |
|
2016
Q3 | $1.17M | Buy |
38,400
+3,200
| +9% | +$97.9K | 0.17% | 101 |
|
2016
Q2 | $1.15M | Hold |
35,200
| – | – | 0.19% | 99 |
|
2016
Q1 | $1.04M | Sell |
35,200
-148,128
| -81% | -$4.38M | 0.19% | 100 |
|
2015
Q4 | $4.76M | Buy |
183,328
+151,728
| +480% | +$3.94M | 0.83% | 25 |
|
2015
Q3 | $771K | Sell |
31,600
-5,600
| -15% | -$137K | 0.21% | 99 |
|
2015
Q2 | $912K | Hold |
37,200
| – | – | 0.21% | 103 |
|
2015
Q1 | $968K | Hold |
37,200
| – | – | 0.22% | 99 |
|
2014
Q4 | $1M | Hold |
37,200
| – | – | 0.24% | 92 |
|
2014
Q3 | $873K | Hold |
37,200
| – | – | 0.21% | 98 |
|
2014
Q2 | $953K | Hold |
37,200
| – | – | 0.23% | 94 |
|
2014
Q1 | $889K | Sell |
37,200
-5,600
| -13% | -$134K | 0.22% | 97 |
|
2013
Q4 | $910K | Hold |
42,800
| – | – | 0.21% | 106 |
|
2013
Q3 | $858K | Hold |
42,800
| – | – | 0.22% | 104 |
|
2013
Q2 | $872K | Buy |
+42,800
| New | +$872K | 0.24% | 94 |
|