Hotaling 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.49M | Buy |
65,710
+1,024
| +2% | +$85.6K | 2.48% | 7 |
|
|
2022
Q3 | $5.07M | Buy |
64,686
+493
| +0.8% | +$38.7K | 2.43% | 7 |
|
|
2022
Q2 | $4.97M | Sell |
64,193
-27
| -0% | -$2.09K | 2.16% | 8 |
|
|
2022
Q1 | $5.44M | Buy |
64,220
+6,207
| +11% | +$526K | 2.09% | 8 |
|
|
2021
Q4 | $5.42M | Buy |
58,013
+1,200
| +2% | +$112K | 1.88% | 10 |
|
|
2021
Q3 | $4.46M | Buy |
56,813
+583
| +1% | +$45.8K | 1.85% | 9 |
|
|
2021
Q2 | $4.12M | Buy |
56,230
+505
| +0.9% | +$37K | 1.68% | 15 |
|
|
2021
Q1 | $4.21M | Buy |
55,725
+43,960
| +374% | +$3.32M | 1.89% | 13 |
|
|
2020
Q4 | $908K | Buy |
11,765
+1,357
| +13% | +$105K | 0.42% | 68 |
|
|
2020
Q3 | $722K | Sell |
10,408
-952
| -8% | -$66K | 0.39% | 66 |
|
|
2020
Q2 | $682K | Buy |
11,360
+7,276
| +178% | +$437K | 0.39% | 72 |
|
|
2020
Q1 | $246K | Sell |
4,084
-1,804
| -31% | -$109K | 0.18% | 86 |
|
|
2019
Q4 | $356K | Hold |
5,888
| – | – | 0.2% | 85 |
|
|
2019
Q3 | $343K | Hold |
5,888
| – | – | 0.22% | 81 |
|
|
2019
Q2 | $302K | Sell |
5,888
-400
| -6% | -$20.5K | 0.19% | 91 |
|
|
2019
Q1 | $304K | Buy |
6,288
+156
| +3% | +$7.54K | 0.21% | 92 |
|
|
2018
Q4 | $266K | Buy |
+6,132
| New | +$266K | 0.22% | 93 |
|