Gofen & Glossberg’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
Q4 | $6.54M | Buy |
78,208
+3,110
| +4% | +$251K | 0.17% | 121 |
|
|
2022
Q3 | $5.89M | Buy |
75,098
+8,564
| +13% | +$727K | 0.17% | 121 |
|
|
2022
Q2 | $5.15M | Buy |
66,534
+684
| +1% | +$52.1K | 0.14% | 135 |
|
|
2022
Q1 | $5.58M | Buy |
65,850
+16
| +0% | +$1.28K | 0.13% | 132 |
|
|
2021
Q4 | $6.15M | Sell |
65,834
-502
| -0.8% | -$43.4K | 0.13% | 131 |
|
|
2021
Q3 | $5.21M | Sell |
66,336
-4,012
| -6% | -$324K | 0.12% | 138 |
|
|
2021
Q2 | $5.16M | Buy |
70,348
+1,425
| +2% | +$107K | 0.12% | 141 |
|
|
2021
Q1 | $5.21M | Sell |
68,923
-8,317
| -11% | -$649K | 0.13% | 135 |
|
|
2020
Q4 | $5.96M | Buy |
77,240
+24
| +0% | +$1.79K | 0.16% | 114 |
|
|
2020
Q3 | $5.36M | Buy |
77,216
+4,260
| +6% | +$294K | 0.16% | 114 |
|
|
2020
Q2 | $4.38M | Buy |
72,956
+22,812
| +45% | +$1.37M | 0.15% | 118 |
|
|
2020
Q1 | $3.02M | Buy |
50,144
+3,624
| +8% | +$228K | 0.12% | 133 |
|
|
2019
Q4 | $2.82M | Sell |
46,520
-96
| -0.2% | -$5.61K | 0.09% | 139 |
|
|
2019
Q3 | $2.71M | Buy |
46,616
+96
| +0.2% | +$5.2K | 0.09% | 141 |
|
|
2019
Q2 | $2.38M | Sell |
46,520
-100
| -0.2% | -$4.92K | 0.08% | 155 |
|
|
2019
Q1 | $2.25M | Buy |
46,620
+532
| +1% | +$24.3K | 0.08% | 155 |
|
|
2018
Q4 | $2M | Sell |
46,088
-356
| -0.8% | -$15.6K | 0.08% | 155 |
|
|
2018
Q3 | $1.95M | Hold |
46,444
| – | – | 0.07% | 170 |
|
|
2018
Q2 | $1.94M | Hold |
46,444
| – | – | 0.07% | 167 |
|
|
2018
Q1 | $1.9M | Sell |
46,444
-800
| -2% | -$30.8K | 0.07% | 171 |
|
|
2017
Q4 | $1.84M | Buy |
47,244
+100
| +0.2% | +$3.86K | 0.07% | 180 |
|
|
2017
Q3 | $1.73M | Sell |
47,144
-264
| -0.6% | -$9.67K | 0.06% | 181 |
|
|
2017
Q2 | $1.66M | Sell |
47,408
-820
| -2% | -$28K | 0.06% | 184 |
|
|
2017
Q1 | $1.55M | Hold |
48,228
| – | – | 0.06% | 187 |
|
|
2016
Q4 | $1.44M | Hold |
48,228
| – | – | 0.06% | 182 |
|
|
2016
Q3 | $1.48M | Sell |
48,228
-24
| -0% | -$756 | 0.06% | 180 |
|
|
2016
Q2 | $1.57M | Buy |
48,252
+548
| +1% | +$16.5K | 0.07% | 175 |
|
|
2016
Q1 | $1.41M | Buy |
47,704
+340
| +0.7% | +$9.54K | 0.06% | 182 |
|
|
2015
Q4 | $1.23M | Sell |
47,364
-532
| -1% | -$13.5K | 0.05% | 185 |
|
|
2015
Q3 | $1.17M | Buy |
47,896
+1,412
| +3% | +$35.9K | 0.05% | 193 |
|
|
2015
Q2 | $1.14M | Sell |
46,484
-800
| -2% | -$20.3K | 0.05% | 199 |
|
|
2015
Q1 | $1.23M | Sell |
47,284
-544
| -1% | -$14.3K | 0.05% | 197 |
|
|
2014
Q4 | $1.27M | Buy |
47,828
+760
| +2% | +$19.2K | 0.05% | 193 |
|
|
2014
Q3 | $1.1M | Sell |
47,068
-2,204
| -4% | -$53.2K | 0.05% | 199 |
|
|
2014
Q2 | $1.26M | Buy |
49,272
+2,212
| +5% | +$53.8K | 0.06% | 189 |
|
|
2014
Q1 | $1.07M | Buy |
47,060
+8,164
| +21% | +$185K | 0.05% | 193 |
|
|
2013
Q4 | $833K | Buy |
38,896
+4,800
| +14% | +$101K | 0.04% | 211 |
|
|
2013
Q3 | $683K | Sell |
34,096
-160
| -0.5% | -$3.3K | 0.04% | 218 |
|
|
2013
Q2 | $698K | Buy |
+34,256
| New | +$680K | 0.04% | 208 |
|
Other funds holding NEE
Gofen & Glossberg's NEE Position: Q4 2022 in Review
Gofen & Glossberg increased its NextEra Energy (NEE) stake by 4.1% in Q4 2022, buying an estimated $251K and bringing the position to 78,208 shares worth $6.54M. The position accounts for 0.17% of the portfolio, ranked #121.
Gofen & Glossberg first reported a position in NEE in Q2 2013 and has held it in 39 quarters since. 2,472 funds tracked by Wall St. Rank hold NEE as of Q4 2022.
- Gofen & Glossberg held 78,208 shares of NextEra Energy worth $6.54M as of Q4 2022.
- Gofen & Glossberg bought 3,110 NextEra Energy shares in Q4 2022, an estimated $251K.
- NextEra Energy made up 0.17% of Gofen & Glossberg's portfolio in Q4 2022, its #121 holding.
- Gofen & Glossberg first reported a position in NextEra Energy in Q2 2013 and has held it in 39 quarters since.
- 2,472 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.
Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.