HPIA
Hamilton Point Investment Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05M | Sell |
101,521
-2,190
| -2% | -$152K | 1.16% | 28 |
|
|
2025
Q1 | $7.35M | Buy |
103,711
+1,157
| +1% | +$82K | 1.32% | 25 |
|
|
2024
Q4 | $7.35M | Buy |
102,554
+1,977
| +2% | +$142K | 1.3% | 25 |
|
|
2024
Q3 | $8.5M | Sell |
100,577
-656
| -0.6% | -$55.5K | 1.5% | 21 |
|
|
2024
Q2 | $7.17M | Buy |
101,233
+1,548
| +2% | +$110K | 1.36% | 25 |
|
|
2024
Q1 | $6.37M | Buy |
99,685
+15,462
| +18% | +$988K | 1.22% | 31 |
|
|
2023
Q4 | $5.12M | Sell |
84,223
-579
| -0.7% | -$35.2K | 1.02% | 40 |
|
|
2023
Q3 | $4.86M | Buy |
84,802
+24
| +0% | +$1.38K | 1.2% | 39 |
|
|
2023
Q2 | $6.29M | Sell |
84,778
-2,819
| -3% | -$209K | 1.5% | 25 |
|
|
2023
Q1 | $6.75M | Buy |
87,597
+1,327
| +2% | +$102K | 1.64% | 23 |
|
|
2022
Q4 | $7.21M | Buy |
86,270
+85
| +0.1% | +$7.11K | 1.99% | 18 |
|
|
2022
Q3 | $6.76M | Sell |
86,185
-77
| -0.1% | -$6.04K | 2.05% | 16 |
|
|
2022
Q2 | $6.68M | Buy |
86,262
+1,205
| +1% | +$93.3K | 1.94% | 19 |
|
|
2022
Q1 | $7.21M | Sell |
85,057
-81
| -0.1% | -$6.86K | 1.86% | 20 |
|
|
2021
Q4 | $7.95M | Buy |
85,138
+798
| +0.9% | +$74.5K | 1.89% | 22 |
|
|
2021
Q3 | $6.62M | Sell |
84,340
-481
| -0.6% | -$37.8K | 1.76% | 23 |
|
|
2021
Q2 | $6.22M | Sell |
84,821
-120
| -0.1% | -$8.79K | 1.68% | 28 |
|
|
2021
Q1 | $6.42M | Buy |
84,941
+879
| +1% | +$66.5K | 1.86% | 24 |
|
|
2020
Q4 | $6.49M | Buy |
84,062
+62,991
| +299% | +$4.86M | 2.04% | 21 |
|
|
2020
Q3 | $5.85M | Sell |
21,071
-10
| -0% | -$2.78K | 2.06% | 19 |
|
|
2020
Q2 | $5.06M | Buy |
21,081
+423
| +2% | +$102K | 1.95% | 26 |
|
|
2020
Q1 | $4.97M | Buy |
20,658
+636
| +3% | +$153K | 2.31% | 13 |
|
|
2019
Q4 | $4.85M | Buy |
20,022
+128
| +0.6% | +$31K | 1.84% | 24 |
|
|
2019
Q3 | $4.64M | Buy |
19,894
+776
| +4% | +$181K | 1.89% | 24 |
|
|
2019
Q2 | $3.92M | Buy |
19,118
+185
| +1% | +$37.9K | 1.67% | 28 |
|
|
2019
Q1 | $3.66M | Sell |
18,933
-9
| -0% | -$1.74K | 1.63% | 30 |
|
|
2018
Q4 | $3.29M | Buy |
18,942
+287
| +2% | +$49.9K | 1.67% | 28 |
|
|
2018
Q3 | $3.13M | Buy |
18,655
+79
| +0.4% | +$13.2K | 1.46% | 30 |
|
|
2018
Q2 | $3.1M | Buy |
18,576
+514
| +3% | +$85.9K | 1.54% | 30 |
|
|
2018
Q1 | $2.95M | Buy |
18,062
+599
| +3% | +$97.8K | 1.5% | 32 |
|
|
2017
Q4 | $2.73M | Buy |
17,463
+724
| +4% | +$113K | 1.43% | 32 |
|
|
2017
Q3 | $2.45M | Buy |
16,739
+136
| +0.8% | +$19.9K | 1.33% | 34 |
|
|
2017
Q2 | $2.33M | Buy |
16,603
+15
| +0.1% | +$2.1K | 1.31% | 35 |
|
|
2017
Q1 | $2.13M | Sell |
16,588
-272
| -2% | -$34.9K | 1.21% | 37 |
|
|
2016
Q4 | $2.01M | Buy |
16,860
+145
| +0.9% | +$17.3K | 1.24% | 39 |
|
|
2016
Q3 | $2.05M | Buy |
16,715
+604
| +4% | +$73.9K | 1.29% | 36 |
|
|
2016
Q2 | $2.1M | Buy |
16,111
+785
| +5% | +$102K | 1.37% | 33 |
|
|
2016
Q1 | $1.81M | Buy |
15,326
+1
| +0% | +$118 | 1.21% | 40 |
|
|
2015
Q4 | $1.59M | Buy |
15,325
+1,517
| +11% | +$158K | 1.1% | 45 |
|
|
2015
Q3 | $1.35M | Buy |
13,808
+770
| +6% | +$75.1K | 1.06% | 45 |
|
|
2015
Q2 | $1.28M | Buy |
13,038
+125
| +1% | +$12.3K | 1.04% | 44 |
|
|
2015
Q1 | $1.34M | Sell |
12,913
-235
| -2% | -$24.5K | 1.11% | 41 |
|
|
2014
Q4 | $1.4M | Buy |
13,148
+488
| +4% | +$51.9K | 1.2% | 40 |
|
|
2014
Q3 | $1.19M | Buy |
12,660
+245
| +2% | +$23K | 1.11% | 46 |
|
|
2014
Q2 | $1.27M | Sell |
12,415
-30
| -0.2% | -$3.07K | 1.18% | 43 |
|
|
2014
Q1 | $1.19M | Buy |
12,445
+592
| +5% | +$56.6K | 1.11% | 47 |
|
|
2013
Q4 | $1.02M | Buy |
+11,853
| New | +$1.02M | 1.01% | 49 |
|