Hobart Private Capital’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,798
| Closed | -$534K | – | 78 |
|
|
2021
Q3 | $534K | Sell |
6,798
-324
| -5% | -$25.4K | 0.21% | 70 |
|
|
2021
Q2 | $522K | Sell |
7,122
-274
| -4% | -$20.1K | 0.21% | 77 |
|
|
2021
Q1 | $559K | Sell |
7,396
-171
| -2% | -$12.9K | 0.23% | 79 |
|
|
2020
Q4 | $584K | Sell |
7,567
-393
| -5% | -$30.3K | 0.26% | 77 |
|
|
2020
Q3 | $552K | Buy |
7,960
+268
| +3% | +$18.6K | 0.28% | 69 |
|
|
2020
Q2 | $462K | Buy |
7,692
+792
| +11% | +$47.6K | 0.26% | 97 |
|
|
2020
Q1 | $415K | Buy |
6,900
+928
| +16% | +$55.8K | 0.29% | 89 |
|
|
2019
Q4 | $362K | Buy |
+5,972
| New | +$362K | 0.22% | 124 |
|
|
2019
Q2 | – | Sell |
-7,044
| Closed | -$340K | – | 165 |
|
|
2019
Q1 | $340K | Sell |
7,044
-1,520
| -18% | -$73.5K | 0.26% | 103 |
|
|
2018
Q4 | $372K | Buy |
8,564
+3,056
| +55% | +$133K | 0.32% | 77 |
|
|
2018
Q3 | $231K | Buy |
+5,508
| New | +$231K | 0.18% | 128 |
|