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