HPC
HM Payson & Co’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.44M | Buy |
62,594
+372
| +0.6% | +$26.4K | 0.08% | 109 |
|
|
2024
Q4 | $4.46M | Buy |
62,222
+1,039
| +2% | +$74.5K | 0.08% | 111 |
|
|
2024
Q3 | $5.17M | Buy |
61,183
+2,657
| +5% | +$225K | 0.09% | 107 |
|
|
2024
Q2 | $4.14M | Sell |
58,526
-165
| -0.3% | -$11.7K | 0.08% | 114 |
|
|
2024
Q1 | $3.75M | Buy |
58,691
+199
| +0.3% | +$12.7K | 0.07% | 121 |
|
|
2023
Q4 | $3.55M | Sell |
58,492
-985
| -2% | -$59.8K | 0.07% | 123 |
|
|
2023
Q3 | $3.41M | Sell |
59,477
-6,398
| -10% | -$367K | 0.08% | 117 |
|
|
2023
Q2 | $4.89M | Sell |
65,875
-1,097
| -2% | -$81.4K | 0.11% | 98 |
|
|
2023
Q1 | $5.16M | Buy |
66,972
+861
| +1% | +$66.4K | 0.12% | 94 |
|
|
2022
Q4 | $5.53M | Buy |
66,111
+2,056
| +3% | +$172K | 0.14% | 86 |
|
|
2022
Q3 | $5.02M | Sell |
64,055
-2,055
| -3% | -$161K | 0.14% | 88 |
|
|
2022
Q2 | $5.12M | Sell |
66,110
-6,374
| -9% | -$494K | 0.13% | 96 |
|
|
2022
Q1 | $6.14M | Sell |
72,484
-302
| -0.4% | -$25.6K | 0.14% | 92 |
|
|
2021
Q4 | $6.8M | Sell |
72,786
-1,674
| -2% | -$156K | 0.15% | 92 |
|
|
2021
Q3 | $5.85M | Sell |
74,460
-3,886
| -5% | -$305K | 0.14% | 98 |
|
|
2021
Q2 | $5.74M | Buy |
78,346
+2,769
| +4% | +$203K | 0.14% | 99 |
|
|
2021
Q1 | $5.71M | Buy |
75,577
+1,800
| +2% | +$136K | 0.15% | 99 |
|
|
2020
Q4 | $5.69M | Buy |
73,777
+56,263
| +321% | +$4.34M | 0.16% | 100 |
|
|
2020
Q3 | $4.86M | Buy |
17,514
+224
| +1% | +$62.2K | 0.15% | 97 |
|
|
2020
Q2 | $4.15M | Sell |
17,290
-710
| -4% | -$170K | 0.14% | 101 |
|
|
2020
Q1 | $4.33M | Sell |
18,000
-2,337
| -11% | -$562K | 0.17% | 89 |
|
|
2019
Q4 | $4.93M | Sell |
20,337
-897
| -4% | -$217K | 0.16% | 96 |
|
|
2019
Q3 | $4.95M | Buy |
21,234
+258
| +1% | +$60.1K | 0.17% | 94 |
|
|
2019
Q2 | $4.3M | Sell |
20,976
-7
| -0% | -$1.43K | 0.15% | 96 |
|
|
2019
Q1 | $4.06M | Buy |
+20,983
| New | +$4.06M | 0.16% | 102 |
|
|
2018
Q4 | – | Sell |
-20,513
| Closed | -$3.44M | – | 262 |
|
|
2018
Q3 | $3.44M | Sell |
20,513
-835
| -4% | -$140K | 0.15% | 103 |
|
|
2018
Q2 | $3.57M | Sell |
21,348
-4
| -0% | -$668 | 0.15% | 102 |
|
|
2018
Q1 | $3.49M | Sell |
21,352
-487
| -2% | -$79.5K | 0.14% | 111 |
|
|
2017
Q4 | $3.41M | Buy |
21,839
+1,381
| +7% | +$216K | 0.14% | 116 |
|
|
2017
Q3 | $3M | Sell |
20,458
-1,196
| -6% | -$175K | 0.13% | 116 |
|
|
2017
Q2 | $3.04M | Sell |
21,654
-526
| -2% | -$73.7K | 0.14% | 112 |
|
|
2017
Q1 | $2.85M | Sell |
22,180
-698
| -3% | -$89.6K | 0.13% | 117 |
|
|
2016
Q4 | $2.73M | Sell |
22,878
-300
| -1% | -$35.8K | 0.13% | 120 |
|
|
2016
Q3 | $2.84M | Sell |
23,178
-1,723
| -7% | -$211K | 0.14% | 121 |
|
|
2016
Q2 | $3.25M | Sell |
24,901
-1,982
| -7% | -$258K | 0.16% | 106 |
|
|
2016
Q1 | $3.18M | Sell |
26,883
-600
| -2% | -$71K | 0.17% | 106 |
|
|
2015
Q4 | $2.86M | Buy |
27,483
+1,121
| +4% | +$116K | 0.15% | 117 |
|
|
2015
Q3 | $2.57M | Sell |
26,362
-273
| -1% | -$26.6K | 0.14% | 119 |
|
|
2015
Q2 | $2.61M | Buy |
26,635
+1,005
| +4% | +$98.5K | 0.13% | 129 |
|
|
2015
Q1 | $2.67M | Sell |
25,630
-475
| -2% | -$49.4K | 0.13% | 120 |
|
|
2014
Q4 | $2.78M | Sell |
26,105
-1,637
| -6% | -$174K | 0.14% | 118 |
|
|
2014
Q3 | $2.6M | Buy |
27,742
+301
| +1% | +$28.3K | 0.13% | 117 |
|
|
2014
Q2 | $2.81M | Sell |
27,441
-269
| -1% | -$27.6K | 0.14% | 115 |
|
|
2014
Q1 | $2.65M | Sell |
27,710
-770
| -3% | -$73.6K | 0.14% | 118 |
|
|
2013
Q4 | $2.44M | Sell |
28,480
-100
| -0.3% | -$8.56K | 0.13% | 126 |
|
|
2013
Q3 | $2.29M | Sell |
28,580
-298
| -1% | -$23.9K | 0.13% | 123 |
|
|
2013
Q2 | $2.35M | Buy |
+28,878
| New | +$2.35M | 0.14% | 119 |
|