HKIM
Hayek Kallen Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
4,071
+300
| +8% | +$20.9K | 0.1% | 85 |
|
|
2025
Q1 | $267K | Hold |
3,771
| – | – | 0.1% | 84 |
|
|
2024
Q4 | $270K | Sell |
3,771
-764
| -17% | -$54.7K | 0.1% | 82 |
|
|
2024
Q3 | $383K | Hold |
4,535
| – | – | 0.14% | 72 |
|
|
2024
Q2 | $321K | Hold |
4,535
| – | – | 0.12% | 77 |
|
|
2024
Q1 | $290K | Hold |
4,535
| – | – | 0.11% | 77 |
|
|
2023
Q4 | $275K | Hold |
4,535
| – | – | 0.11% | 72 |
|
|
2023
Q3 | $260K | Sell |
4,535
-70
| -2% | -$4.01K | 0.12% | 74 |
|
|
2023
Q2 | $342K | Sell |
4,605
-66
| -1% | -$4.9K | 0.15% | 68 |
|
|
2023
Q1 | $360K | Hold |
4,671
| – | – | 0.16% | 65 |
|
|
2022
Q4 | $390K | Sell |
4,671
-600
| -11% | -$50.1K | 0.18% | 64 |
|
|
2022
Q3 | $413K | Sell |
5,271
-116
| -2% | -$9.09K | 0.19% | 65 |
|
|
2022
Q2 | $417K | Sell |
5,387
-145
| -3% | -$11.2K | 0.18% | 67 |
|
|
2022
Q1 | $469K | Hold |
5,532
| – | – | 0.17% | 69 |
|
|
2021
Q4 | $516K | Sell |
5,532
-754
| -12% | -$70.3K | 0.18% | 67 |
|
|
2021
Q3 | $494K | Hold |
6,286
| – | – | 0.23% | 57 |
|
|
2021
Q2 | $461K | Hold |
6,286
| – | – | 0.19% | 60 |
|
|
2021
Q1 | $475K | Hold |
6,286
| – | – | 0.21% | 58 |
|
|
2020
Q4 | $485K | Buy |
6,286
+4,672
| +289% | +$360K | 0.23% | 56 |
|
|
2020
Q3 | $448K | Hold |
1,614
| – | – | 0.25% | 52 |
|
|
2020
Q2 | $388K | Sell |
1,614
-170
| -10% | -$40.9K | 0.22% | 55 |
|
|
2020
Q1 | $429K | Hold |
1,784
| – | – | 0.29% | 53 |
|
|
2019
Q4 | $432K | Sell |
1,784
-20
| -1% | -$4.84K | 0.25% | 54 |
|
|
2019
Q3 | $420K | Hold |
1,804
| – | – | 0.26% | 55 |
|
|
2019
Q2 | $370K | Hold |
1,804
| – | – | 0.23% | 53 |
|
|
2019
Q1 | $349K | Hold |
1,804
| – | – | 0.23% | 53 |
|
|
2018
Q4 | $314K | Hold |
1,804
| – | – | 0.23% | 54 |
|
|
2018
Q3 | $302K | Hold |
1,804
| – | – | 0.19% | 54 |
|
|
2018
Q2 | $301K | Hold |
1,804
| – | – | 0.21% | 54 |
|
|
2018
Q1 | $295K | Hold |
1,804
| – | – | 0.2% | 53 |
|
|
2017
Q4 | $281K | Hold |
1,804
| – | – | 0.18% | 54 |
|
|
2017
Q3 | $264K | Sell |
1,804
-200
| -10% | -$29.3K | 0.18% | 55 |
|
|
2017
Q2 | $281K | Buy |
2,004
+200
| +11% | +$28K | 0.19% | 53 |
|
|
2017
Q1 | $232K | Hold |
1,804
| – | – | 0.16% | 57 |
|
|
2016
Q4 | $216K | Hold |
1,804
| – | – | 0.16% | 57 |
|
|
2016
Q3 | $221K | Hold |
1,804
| – | – | 0.16% | 54 |
|
|
2016
Q2 | $235K | Hold |
1,804
| – | – | 0.17% | 53 |
|
|
2016
Q1 | $213K | Buy |
+1,804
| New | +$213K | 0.16% | 51 |
|
|
2015
Q1 | – | Sell |
-2,308
| Closed | -$245K | – | 61 |
|
|
2014
Q4 | $245K | Sell |
2,308
-13
| -0.6% | -$1.38K | 0.18% | 54 |
|
|
2014
Q3 | $218K | Hold |
2,321
| – | – | 0.17% | 55 |
|
|
2014
Q2 | $238K | Hold |
2,321
| – | – | 0.18% | 56 |
|
|
2014
Q1 | $222K | Buy |
+2,321
| New | +$222K | 0.18% | 55 |
|