GG
Gofen & Glossberg’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.54M | Buy |
78,208
+3,110
| +4% | +$260K | 0.17% | 121 |
|
|
2022
Q3 | $5.89M | Buy |
75,098
+8,564
| +13% | +$671K | 0.17% | 121 |
|
|
2022
Q2 | $5.15M | Buy |
66,534
+684
| +1% | +$53K | 0.14% | 135 |
|
|
2022
Q1 | $5.58M | Buy |
65,850
+16
| +0% | +$1.36K | 0.13% | 132 |
|
|
2021
Q4 | $6.15M | Sell |
65,834
-502
| -0.8% | -$46.9K | 0.13% | 131 |
|
|
2021
Q3 | $5.21M | Sell |
66,336
-4,012
| -6% | -$315K | 0.12% | 138 |
|
|
2021
Q2 | $5.16M | Buy |
70,348
+1,425
| +2% | +$104K | 0.12% | 141 |
|
|
2021
Q1 | $5.21M | Sell |
68,923
-8,317
| -11% | -$629K | 0.13% | 135 |
|
|
2020
Q4 | $5.96M | Buy |
77,240
+57,936
| +300% | +$4.47M | 0.16% | 114 |
|
|
2020
Q3 | $5.36M | Buy |
19,304
+1,065
| +6% | +$296K | 0.16% | 114 |
|
|
2020
Q2 | $4.38M | Buy |
18,239
+5,703
| +45% | +$1.37M | 0.15% | 118 |
|
|
2020
Q1 | $3.02M | Buy |
12,536
+906
| +8% | +$218K | 0.12% | 133 |
|
|
2019
Q4 | $2.82M | Sell |
11,630
-24
| -0.2% | -$5.81K | 0.09% | 139 |
|
|
2019
Q3 | $2.72M | Buy |
11,654
+24
| +0.2% | +$5.59K | 0.09% | 141 |
|
|
2019
Q2 | $2.38M | Sell |
11,630
-25
| -0.2% | -$5.12K | 0.08% | 155 |
|
|
2019
Q1 | $2.25M | Buy |
11,655
+133
| +1% | +$25.7K | 0.08% | 155 |
|
|
2018
Q4 | $2M | Sell |
11,522
-89
| -0.8% | -$15.5K | 0.08% | 155 |
|
|
2018
Q3 | $1.95M | Hold |
11,611
| – | – | 0.07% | 170 |
|
|
2018
Q2 | $1.94M | Hold |
11,611
| – | – | 0.07% | 167 |
|
|
2018
Q1 | $1.9M | Sell |
11,611
-200
| -2% | -$32.7K | 0.07% | 171 |
|
|
2017
Q4 | $1.85M | Buy |
11,811
+25
| +0.2% | +$3.91K | 0.07% | 180 |
|
|
2017
Q3 | $1.73M | Sell |
11,786
-66
| -0.6% | -$9.67K | 0.06% | 181 |
|
|
2017
Q2 | $1.66M | Sell |
11,852
-205
| -2% | -$28.7K | 0.06% | 184 |
|
|
2017
Q1 | $1.55M | Hold |
12,057
| – | – | 0.06% | 187 |
|
|
2016
Q4 | $1.44M | Hold |
12,057
| – | – | 0.06% | 182 |
|
|
2016
Q3 | $1.48M | Sell |
12,057
-6
| -0% | -$734 | 0.06% | 180 |
|
|
2016
Q2 | $1.57M | Buy |
12,063
+137
| +1% | +$17.9K | 0.07% | 175 |
|
|
2016
Q1 | $1.41M | Buy |
11,926
+85
| +0.7% | +$10.1K | 0.06% | 182 |
|
|
2015
Q4 | $1.23M | Sell |
11,841
-133
| -1% | -$13.8K | 0.05% | 185 |
|
|
2015
Q3 | $1.17M | Buy |
11,974
+353
| +3% | +$34.4K | 0.05% | 193 |
|
|
2015
Q2 | $1.14M | Sell |
11,621
-200
| -2% | -$19.6K | 0.05% | 199 |
|
|
2015
Q1 | $1.23M | Sell |
11,821
-136
| -1% | -$14.2K | 0.05% | 197 |
|
|
2014
Q4 | $1.27M | Buy |
11,957
+190
| +2% | +$20.2K | 0.05% | 193 |
|
|
2014
Q3 | $1.11M | Sell |
11,767
-551
| -4% | -$51.7K | 0.05% | 199 |
|
|
2014
Q2 | $1.26M | Buy |
12,318
+553
| +5% | +$56.7K | 0.06% | 189 |
|
|
2014
Q1 | $1.08M | Buy |
11,765
+2,041
| +21% | +$186K | 0.05% | 193 |
|
|
2013
Q4 | $833K | Buy |
9,724
+1,200
| +14% | +$103K | 0.04% | 211 |
|
|
2013
Q3 | $683K | Sell |
8,524
-40
| -0.5% | -$3.21K | 0.04% | 218 |
|
|
2013
Q2 | $698K | Buy |
+8,564
| New | +$698K | 0.04% | 208 |
|