HoyleCohen’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $13.2M | Buy |
186,559
+693
| +0.4% | +$49.1K | 1% | 29 |
|
|
2024
Q1 | $11.9M | Buy |
185,866
+2,312
| +1% | +$148K | 0.91% | 35 |
|
|
2023
Q4 | $11.1M | Buy |
183,554
+2,697
| +1% | +$164K | 0.91% | 32 |
|
|
2023
Q3 | $10.4M | Sell |
180,857
-2,672
| -1% | -$153K | 0.96% | 30 |
|
|
2023
Q2 | $13.6M | Sell |
183,529
-1,626
| -0.9% | -$121K | 1.2% | 20 |
|
|
2023
Q1 | $14.3M | Buy |
185,155
+1,022
| +0.6% | +$78.8K | 1.33% | 18 |
|
|
2022
Q4 | $15.4M | Sell |
184,133
-1,348
| -0.7% | -$113K | 1.53% | 12 |
|
|
2022
Q3 | $14.5M | Sell |
185,481
-271
| -0.1% | -$21.3K | 1.59% | 14 |
|
|
2022
Q2 | $14.4M | Buy |
185,752
+1,470
| +0.8% | +$114K | 1.5% | 15 |
|
|
2022
Q1 | $15.6M | Buy |
184,282
+362
| +0.2% | +$30.7K | 1.34% | 17 |
|
|
2021
Q4 | $17.2M | Buy |
183,920
+1,044
| +0.6% | +$97.5K | 1.43% | 15 |
|
|
2021
Q3 | $14.4M | Sell |
182,876
-2,577
| -1% | -$202K | 1.36% | 16 |
|
|
2021
Q2 | $13.6K | Buy |
185,453
+278
| +0.2% | +$20 | 1.06% | 18 |
|
|
2021
Q1 | $14M | Sell |
185,175
-2,932
| -2% | -$222K | 1.42% | 16 |
|
|
2020
Q4 | $14.5M | Buy |
188,107
+2,243
| +1% | +$173K | 1.67% | 14 |
|
|
2020
Q3 | $12.9M | Sell |
185,864
-5,744
| -3% | -$399K | 1.9% | 12 |
|
|
2020
Q2 | $11.5M | Sell |
191,608
-4,280
| -2% | -$257K | 1.92% | 11 |
|
|
2020
Q1 | $11.8M | Sell |
195,888
-5,468
| -3% | -$329K | 2.35% | 8 |
|
|
2019
Q4 | $12.2M | Sell |
201,356
-5,048
| -2% | -$306K | 1.94% | 10 |
|
|
2019
Q3 | $12M | Sell |
206,404
-12,868
| -6% | -$750K | 2.05% | 9 |
|
|
2019
Q2 | $11.2M | Sell |
219,272
-6,084
| -3% | -$312K | 1.95% | 11 |
|
|
2019
Q1 | $10.9M | Sell |
225,356
-5,084
| -2% | -$246K | 1.92% | 10 |
|
|
2018
Q4 | $10M | Sell |
230,440
-5,640
| -2% | -$245K | 2.05% | 10 |
|
|
2018
Q3 | $9.89M | Sell |
236,080
-2,840
| -1% | -$119K | 1.87% | 12 |
|
|
2018
Q2 | $9.98M | Sell |
238,920
-2,056
| -0.9% | -$85.9K | 2.01% | 12 |
|
|
2018
Q1 | $9.84M | Sell |
240,976
-4,400
| -2% | -$180K | 2% | 13 |
|
|
2017
Q4 | $9.58M | Buy |
+245,376
| New | +$9.58M | 1.89% | 12 |
|