JPMPWA
J.P. Morgan Private Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $79.4M | Buy |
+1,386,490
| New | +$79.4M | 0.23% | 105 |
|
|
2023
Q2 | – | Sell |
-2,442,161
| Closed | -$188M | – | 1755 |
|
|
2023
Q1 | $188M | Buy |
2,442,161
+155,772
| +7% | +$12M | 0.4% | 62 |
|
|
2022
Q4 | $191M | Buy |
2,286,389
+115,858
| +5% | +$9.69M | 0.43% | 60 |
|
|
2022
Q3 | $170M | Buy |
2,170,531
+288,366
| +15% | +$22.6M | 0.44% | 59 |
|
|
2022
Q2 | $146M | Buy |
1,882,165
+130,493
| +7% | +$10.1M | 0.37% | 71 |
|
|
2022
Q1 | $148M | Sell |
1,751,672
-67,968
| -4% | -$5.76M | 0.32% | 79 |
|
|
2021
Q4 | $170M | Buy |
1,819,640
+34,738
| +2% | +$3.24M | 0.37% | 70 |
|
|
2021
Q3 | $140M | Sell |
1,784,902
-163,856
| -8% | -$12.9M | 0.34% | 68 |
|
|
2021
Q2 | $143M | Sell |
1,948,758
-191,252
| -9% | -$14M | 0.37% | 64 |
|
|
2021
Q1 | $162M | Buy |
2,140,010
+45,121
| +2% | +$3.41M | 0.52% | 44 |
|
|
2020
Q4 | $162M | Buy |
2,094,889
+1,627,865
| +349% | +$126M | 0.52% | 45 |
|
|
2020
Q3 | $130M | Buy |
467,024
+39,512
| +9% | +$11M | 0.51% | 51 |
|
|
2020
Q2 | $103M | Buy |
427,512
+7,390
| +2% | +$1.77M | 0.47% | 57 |
|
|
2020
Q1 | $101M | Buy |
420,122
+6,852
| +2% | +$1.65M | 0.57% | 41 |
|
|
2019
Q4 | $100M | Buy |
413,270
+23,849
| +6% | +$5.78M | 0.45% | 56 |
|
|
2019
Q3 | $90.7M | Buy |
389,421
+58,417
| +18% | +$13.6M | 0.47% | 54 |
|
|
2019
Q2 | $67.8M | Sell |
331,004
-18,596
| -5% | -$3.81M | 0.37% | 70 |
|
|
2019
Q1 | $67.6M | Buy |
349,600
+37,523
| +12% | +$7.25M | 0.35% | 71 |
|
|
2018
Q4 | $54.2M | Buy |
312,077
+16,289
| +6% | +$2.83M | 0.33% | 76 |
|
|
2018
Q3 | $49.6M | Buy |
295,788
+4,587
| +2% | +$769K | 0.24% | 98 |
|
|
2018
Q2 | $48.6M | Buy |
291,201
+46,049
| +19% | +$7.69M | 0.27% | 87 |
|
|
2018
Q1 | $40M | Sell |
245,152
-2,289
| -0.9% | -$374K | 0.27% | 91 |
|
|
2017
Q4 | $38.6M | Buy |
247,441
+9,929
| +4% | +$1.55M | 0.25% | 97 |
|
|
2017
Q3 | $34.8M | Buy |
237,512
+16,973
| +8% | +$2.49M | 0.25% | 106 |
|
|
2017
Q2 | $30.9M | Buy |
220,539
+3,938
| +2% | +$552K | 0.23% | 104 |
|
|
2017
Q1 | $27.8M | Buy |
216,601
+8,044
| +4% | +$1.03M | 0.22% | 115 |
|
|
2016
Q4 | $24.9M | Buy |
208,557
+2,302
| +1% | +$275K | 0.22% | 109 |
|
|
2016
Q3 | $25.2M | Buy |
206,255
+3,408
| +2% | +$417K | 0.24% | 103 |
|
|
2016
Q2 | $26.5M | Buy |
202,847
+40,349
| +25% | +$5.26M | 0.26% | 102 |
|
|
2016
Q1 | $19.2M | Buy |
162,498
+15,525
| +11% | +$1.84M | 0.18% | 121 |
|
|
2015
Q4 | $15.3M | Buy |
146,973
+7,140
| +5% | +$742K | 0.16% | 141 |
|
|
2015
Q3 | $13.6M | Buy |
139,833
+697
| +0.5% | +$68K | 0.17% | 135 |
|
|
2015
Q2 | $13.6M | Buy |
139,136
+1,219
| +0.9% | +$120K | 0.16% | 153 |
|
|
2015
Q1 | $14.4M | Sell |
137,917
-2,552
| -2% | -$266K | 0.16% | 143 |
|
|
2014
Q4 | $14.9M | Buy |
140,469
+5,650
| +4% | +$601K | 0.18% | 131 |
|
|
2014
Q3 | $12.7M | Buy |
134,819
+12,542
| +10% | +$1.18M | 0.16% | 140 |
|
|
2014
Q2 | $12.5M | Buy |
122,277
+4,294
| +4% | +$440K | 0.21% | 121 |
|
|
2014
Q1 | $11.3M | Buy |
117,983
+15,972
| +16% | +$1.53M | 0.21% | 127 |
|
|
2013
Q4 | $8.73M | Buy |
102,011
+3,844
| +4% | +$329K | 0.18% | 139 |
|
|
2013
Q3 | $7.87M | Buy |
98,167
+7,621
| +8% | +$611K | 0.18% | 144 |
|
|
2013
Q2 | $7.38M | Buy |
+90,546
| New | +$7.38M | 0.18% | 137 |
|