Energy Opportunities Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $798K | Sell |
9,540
-735
| -7% | -$61.4K | 2.32% | 19 |
|
|
2022
Q3 | $806K | Sell |
10,275
-1,050
| -9% | -$82.4K | 2.6% | 19 |
|
|
2022
Q2 | $877K | Sell |
11,325
-960
| -8% | -$74.3K | 2.51% | 19 |
|
|
2022
Q1 | $1.04M | Sell |
12,285
-125
| -1% | -$10.6K | 2.48% | 16 |
|
|
2021
Q4 | $1.16M | Sell |
12,410
-2,205
| -15% | -$206K | 3.44% | 10 |
|
|
2021
Q3 | $1.15M | Hold |
14,615
| – | – | 2.96% | 14 |
|
|
2021
Q2 | $1.07M | Sell |
14,615
-2,295
| -14% | -$168K | 2.73% | 14 |
|
|
2021
Q1 | $1.28M | Sell |
16,910
-625
| -4% | -$47.3K | 3.22% | 9 |
|
|
2020
Q4 | $1.35M | Buy |
17,535
+255
| +1% | +$19.7K | 3.63% | 11 |
|
|
2020
Q3 | $1.2M | Hold |
17,280
| – | – | 4.37% | 7 |
|
|
2020
Q2 | $1.04M | Hold |
17,280
| – | – | 4.11% | 10 |
|
|
2020
Q1 | $1.04M | Buy |
+17,280
| New | +$1.04M | 5.82% | 5 |
|
|
2018
Q2 | – | Sell |
-38,724
| Closed | -$1.58M | – | 56 |
|
|
2018
Q1 | $1.58M | Sell |
38,724
-2,280
| -6% | -$93.1K | 1.26% | 29 |
|
|
2017
Q4 | $1.6M | Buy |
+41,004
| New | +$1.6M | 1.11% | 29 |
|