HFA
Harbert Fund Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,850
| Closed | -$1M | – | 82 |
|
|
2024
Q3 | $1M | Buy |
11,850
+7,850
| +196% | +$664K | 0.59% | 34 |
|
|
2024
Q2 | $283K | Buy |
+4,000
| New | +$283K | 0.2% | 75 |
|
|
2023
Q2 | – | Sell |
-32,750
| Closed | -$2.52M | – | 47 |
|
|
2023
Q1 | $2.52M | Buy |
32,750
+17,000
| +108% | +$1.31M | 1.67% | 22 |
|
|
2022
Q4 | $1.32M | Buy |
+15,750
| New | +$1.32M | 1.05% | 38 |
|