Hillsdale Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,820
| Closed | -$130K | – | 665 |
|
|
2024
Q4 | $130K | Buy |
+1,820
| New | +$130K | 0.01% | 430 |
|
|
2024
Q2 | – | Sell |
-1,491
| Closed | -$95.3K | – | 657 |
|
|
2024
Q1 | $95.3K | Sell |
1,491
-600
| -29% | -$38.3K | 0.01% | 429 |
|
|
2023
Q4 | $127K | Hold |
2,091
| – | – | 0.01% | 399 |
|
|
2023
Q3 | $120K | Buy |
2,091
+1,361
| +186% | +$78K | 0.01% | 391 |
|
|
2023
Q2 | $54.2K | Buy |
+730
| New | +$54.2K | 0.01% | 407 |
|
|
2022
Q1 | – | Sell |
-440
| Closed | -$41K | – | 592 |
|
|
2021
Q4 | $41K | Hold |
440
| – | – | ﹤0.01% | 498 |
|
|
2021
Q3 | $35K | Hold |
440
| – | – | ﹤0.01% | 502 |
|
|
2021
Q2 | $32K | Buy |
+440
| New | +$32K | ﹤0.01% | 504 |
|
|
2021
Q1 | – | Sell |
-40
| Closed | -$3K | – | 640 |
|
|
2020
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 561 |
|
|
2020
Q3 | $3K | Sell |
40
-920
| -96% | -$69K | ﹤0.01% | 548 |
|
|
2020
Q2 | $57K | Buy |
960
+920
| +2,300% | +$54.6K | 0.01% | 422 |
|
|
2020
Q1 | $2K | Sell |
40
-980
| -96% | -$49K | ﹤0.01% | 570 |
|
|
2019
Q4 | $62K | Buy |
1,020
+920
| +920% | +$55.9K | 0.01% | 435 |
|
|
2019
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 534 |
|
|
2019
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 536 |
|
|
2019
Q1 | $5K | Sell |
100
-20
| -17% | -$1K | ﹤0.01% | 528 |
|
|
2018
Q4 | $5K | Buy |
120
+20
| +20% | +$833 | ﹤0.01% | 500 |
|
|
2018
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 406 |
|
|
2018
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 431 |
|
|
2018
Q1 | $4K | Sell |
100
-60
| -38% | -$2.4K | ﹤0.01% | 404 |
|
|
2017
Q4 | $6K | Hold |
160
| – | – | ﹤0.01% | 396 |
|
|
2017
Q3 | $6K | Buy |
160
+80
| +100% | +$3K | ﹤0.01% | 388 |
|
|
2017
Q2 | $3K | Buy |
80
+20
| +33% | +$750 | ﹤0.01% | 414 |
|
|
2017
Q1 | $2K | Sell |
60
-20
| -25% | -$667 | ﹤0.01% | 449 |
|
|
2016
Q4 | $2K | Sell |
80
-60
| -43% | -$1.5K | ﹤0.01% | 456 |
|
|
2016
Q3 | $4K | Buy |
140
+20
| +17% | +$571 | ﹤0.01% | 426 |
|
|
2016
Q2 | $4K | Hold |
120
| – | – | ﹤0.01% | 439 |
|
|
2016
Q1 | $4K | Hold |
120
| – | – | ﹤0.01% | 412 |
|
|
2015
Q4 | $3K | Sell |
120
-5,480
| -98% | -$137K | ﹤0.01% | 430 |
|
|
2015
Q3 | $137K | Buy |
5,600
+400
| +8% | +$9.79K | 0.05% | 364 |
|
|
2015
Q2 | $127K | Buy |
5,200
+400
| +8% | +$9.77K | 0.04% | 385 |
|
|
2015
Q1 | $125K | Buy |
4,800
+800
| +20% | +$20.8K | 0.03% | 379 |
|
|
2014
Q4 | $106K | Sell |
4,000
-2,000
| -33% | -$53K | 0.03% | 380 |
|
|
2014
Q3 | $141K | Buy |
6,000
+400
| +7% | +$9.4K | 0.04% | 352 |
|
|
2014
Q2 | $143K | Sell |
5,600
-800
| -13% | -$20.4K | 0.03% | 362 |
|
|
2014
Q1 | $153K | Sell |
6,400
-400
| -6% | -$9.56K | 0.04% | 342 |
|
|
2013
Q4 | $146K | Sell |
6,800
-2,400
| -26% | -$51.5K | 0.04% | 347 |
|
|
2013
Q3 | $184K | Sell |
9,200
-4,000
| -30% | -$80K | 0.05% | 295 |
|
|
2013
Q2 | $269K | Buy |
+13,200
| New | +$269K | 0.09% | 217 |
|