JHCP
Jackson Hole Capital Partners’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,537
| Closed | -$214K | – | 279 |
|
|
2024
Q3 | $214K | Buy |
+2,537
| New | +$214K | 0.04% | 185 |
|
|
2024
Q2 | – | Sell |
-3,437
| Closed | -$220K | – | 277 |
|
|
2024
Q1 | $220K | Buy |
+3,437
| New | +$220K | 0.05% | 185 |
|
|
2023
Q2 | – | Sell |
-11,061
| Closed | -$853K | – | 294 |
|
|
2023
Q1 | $853K | Buy |
11,061
+8,524
| +336% | +$657K | 0.22% | 99 |
|
|
2022
Q4 | $212K | Buy |
+2,537
| New | +$212K | 0.06% | 172 |
|
|
2022
Q3 | – | Sell |
-3,378
| Closed | -$262K | – | 267 |
|
|
2022
Q2 | $262K | Sell |
3,378
-275
| -8% | -$21.3K | 0.08% | 153 |
|
|
2022
Q1 | $309K | Buy |
3,653
+217
| +6% | +$18.4K | 0.09% | 150 |
|
|
2021
Q4 | $321K | Sell |
3,436
-587
| -15% | -$54.8K | 0.1% | 144 |
|
|
2021
Q3 | $316K | Buy |
4,023
+305
| +8% | +$24K | 0.1% | 142 |
|
|
2021
Q2 | $272K | Sell |
3,718
-1,388
| -27% | -$102K | 0.09% | 149 |
|
|
2021
Q1 | $386K | Buy |
5,106
+1,558
| +44% | +$118K | 0.16% | 121 |
|
|
2020
Q4 | $274K | Buy |
3,548
+2,661
| +300% | +$206K | 0.12% | 122 |
|
|
2020
Q3 | $246K | Hold |
887
| – | – | 0.13% | 117 |
|
|
2020
Q2 | $213K | Hold |
887
| – | – | 0.13% | 117 |
|
|
2020
Q1 | $213K | Hold |
887
| – | – | 0.16% | 107 |
|
|
2019
Q4 | $215K | Hold |
887
| – | – | 0.12% | 135 |
|
|
2019
Q3 | $207K | Buy |
+887
| New | +$207K | 0.12% | 134 |
|