HCM
Hudson Capital Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,978
| Closed | -$686K | – | 69 |
|
|
2023
Q3 | $686K | Buy |
11,978
+477
| +4% | +$27.3K | 0.27% | 47 |
|
|
2023
Q2 | $853K | Hold |
11,501
| – | – | 0.33% | 49 |
|
|
2023
Q1 | $886K | Buy |
11,501
+351
| +3% | +$27.1K | 0.35% | 49 |
|
|
2022
Q4 | $932K | Hold |
11,150
| – | – | 0.37% | 51 |
|
|
2022
Q3 | $874K | Buy |
11,150
+100
| +0.9% | +$7.84K | 0.44% | 48 |
|
|
2022
Q2 | $856K | Buy |
11,050
+350
| +3% | +$27.1K | 0.41% | 49 |
|
|
2022
Q1 | $906K | Buy |
10,700
+200
| +2% | +$16.9K | 0.36% | 50 |
|
|
2021
Q4 | $980K | Hold |
10,500
| – | – | 0.36% | 51 |
|
|
2021
Q3 | $824K | Buy |
10,500
+500
| +5% | +$39.2K | 0.33% | 49 |
|
|
2021
Q2 | $733K | Hold |
10,000
| – | – | 0.3% | 48 |
|
|
2021
Q1 | $756K | Buy |
10,000
+2,000
| +25% | +$151K | 0.32% | 47 |
|
|
2020
Q4 | $617K | Buy |
8,000
+6,500
| +433% | +$501K | 0.27% | 49 |
|
|
2020
Q3 | $416K | Hold |
1,500
| – | – | 0.2% | 52 |
|
|
2020
Q2 | $360K | Hold |
1,500
| – | – | 0.19% | 55 |
|
|
2020
Q1 | $361K | Buy |
+1,500
| New | +$361K | 0.24% | 52 |
|