Hudson Edge Investment Partners’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,600
| Closed | -$617K | – | 159 |
|
|
2024
Q4 | $617K | Hold |
8,600
| – | – | 0.11% | 93 |
|
|
2024
Q3 | $727K | Hold |
8,600
| – | – | 0.13% | 76 |
|
|
2024
Q2 | $609K | Hold |
8,600
| – | – | 0.12% | 83 |
|
|
2024
Q1 | $550K | Sell |
8,600
-400
| -4% | -$25.6K | 0.11% | 95 |
|
|
2023
Q4 | $547K | Sell |
9,000
-4,985
| -36% | -$303K | 0.13% | 85 |
|
|
2023
Q3 | $801K | Buy |
13,985
+96
| +0.7% | +$5.5K | 0.26% | 62 |
|
|
2023
Q2 | $1.03M | Hold |
13,889
| – | – | 0.33% | 58 |
|
|
2023
Q1 | $1.07M | Buy |
13,889
+33
| +0.2% | +$2.55K | 0.33% | 58 |
|
|
2022
Q4 | $1.16M | Buy |
13,856
+97
| +0.7% | +$8.11K | 0.4% | 57 |
|
|
2022
Q3 | $1.08M | Sell |
13,759
-35
| -0.3% | -$2.75K | 0.4% | 60 |
|
|
2022
Q2 | $1.07M | Buy |
13,794
+19
| +0.1% | +$1.47K | 0.39% | 58 |
|
|
2022
Q1 | $1.17M | Buy |
13,775
+1,533
| +13% | +$130K | 0.37% | 60 |
|
|
2021
Q4 | $1.14M | Hold |
12,242
| – | – | 0.35% | 62 |
|
|
2021
Q3 | $961K | Sell |
12,242
-350
| -3% | -$27.5K | 0.32% | 68 |
|
|
2021
Q2 | $923K | Hold |
12,592
| – | – | 0.29% | 76 |
|
|
2021
Q1 | $952K | Sell |
12,592
-732
| -5% | -$55.3K | 0.31% | 62 |
|
|
2020
Q4 | $1.03M | Sell |
13,324
-200
| -1% | -$15.4K | 0.37% | 62 |
|
|
2020
Q3 | $938K | Hold |
13,524
| – | – | 0.38% | 63 |
|
|
2020
Q2 | $812K | Sell |
13,524
-96
| -0.7% | -$5.76K | 0.26% | 60 |
|
|
2020
Q1 | $819K | Sell |
13,620
-600
| -4% | -$36.1K | 0.31% | 54 |
|
|
2019
Q4 | $861K | Buy |
14,220
+20
| +0.1% | +$1.21K | 0.23% | 61 |
|
|
2019
Q3 | $827K | Sell |
14,200
-2,400
| -14% | -$140K | 0.23% | 59 |
|
|
2019
Q2 | $850K | Hold |
16,600
| – | – | 0.25% | 56 |
|
|
2019
Q1 | $802K | Sell |
16,600
-456
| -3% | -$22K | 0.24% | 54 |
|
|
2018
Q4 | $741K | Hold |
17,056
| – | – | 0.23% | 59 |
|
|
2018
Q3 | $715K | Hold |
17,056
| – | – | 0.13% | 71 |
|
|
2018
Q2 | $712K | Hold |
17,056
| – | – | 0.13% | 73 |
|
|
2018
Q1 | $696K | Sell |
17,056
-56
| -0.3% | -$2.29K | 0.11% | 62 |
|
|
2017
Q4 | $668K | Hold |
17,112
| – | – | 0.09% | 73 |
|
|
2017
Q3 | $627K | Hold |
17,112
| – | – | 0.09% | 74 |
|
|
2017
Q2 | $599K | Hold |
17,112
| – | – | 0.08% | 84 |
|
|
2017
Q1 | $549K | Hold |
17,112
| – | – | 0.07% | 94 |
|
|
2016
Q4 | $511K | Sell |
17,112
-60
| -0.3% | -$1.79K | 0.07% | 102 |
|
|
2016
Q3 | $525K | Hold |
17,172
| – | – | 0.08% | 86 |
|
|
2016
Q2 | $560K | Sell |
17,172
-1,540
| -8% | -$50.2K | 0.08% | 75 |
|
|
2016
Q1 | $554K | Sell |
18,712
-1,180
| -6% | -$34.9K | 0.05% | 125 |
|
|
2015
Q4 | $517K | Buy |
19,892
+2,200
| +12% | +$57.2K | 0.05% | 113 |
|
|
2015
Q3 | $431K | Buy |
17,692
+2,400
| +16% | +$58.5K | 0.02% | 115 |
|
|
2015
Q2 | $375K | Sell |
15,292
-440
| -3% | -$10.8K | 0.02% | 125 |
|
|
2015
Q1 | $409K | Sell |
15,732
-208
| -1% | -$5.41K | 0.02% | 124 |
|
|
2014
Q4 | $424K | Sell |
15,940
-740
| -4% | -$19.7K | 0.02% | 126 |
|
|
2014
Q3 | $391K | Buy |
16,680
+2,060
| +14% | +$48.3K | 0.01% | 127 |
|
|
2014
Q2 | $375K | Sell |
14,620
-620
| -4% | -$15.9K | 0.01% | 124 |
|
|
2014
Q1 | $364K | Sell |
15,240
-3,620
| -19% | -$86.5K | 0.01% | 120 |
|
|
2013
Q4 | $404K | Buy |
18,860
+668
| +4% | +$14.3K | 0.02% | 115 |
|
|
2013
Q3 | $365K | Buy |
18,192
+2,360
| +15% | +$47.4K | 0.02% | 120 |
|
|
2013
Q2 | $322K | Buy |
+15,832
| New | +$322K | 0.01% | 125 |
|