James Hambro & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,135
| Closed | -$233K | – | 57 |
|
|
2023
Q2 | $233K | Sell |
3,135
-8,740
| -74% | -$648K | 0.02% | 56 |
|
|
2023
Q1 | $915K | Buy |
11,875
+2,258
| +23% | +$174K | 0.07% | 35 |
|
|
2022
Q4 | $804K | Sell |
9,617
-3
| -0% | -$251 | 0.06% | 36 |
|
|
2022
Q3 | $755K | Sell |
9,620
-530
| -5% | -$41.6K | 0.07% | 36 |
|
|
2022
Q2 | $786K | Sell |
10,150
-1,080
| -10% | -$83.6K | 0.07% | 35 |
|
|
2022
Q1 | $952K | Sell |
11,230
-880
| -7% | -$74.6K | 0.07% | 34 |
|
|
2021
Q4 | $1.13M | Sell |
12,110
-2,682
| -18% | -$250K | 0.08% | 35 |
|
|
2021
Q3 | $1.16M | Buy |
14,792
+7,000
| +90% | +$549K | 0.09% | 36 |
|
|
2021
Q2 | $571K | Sell |
7,792
-1,200
| -13% | -$87.9K | 0.05% | 44 |
|
|
2021
Q1 | $680K | Buy |
8,992
+1,280
| +17% | +$96.8K | 0.06% | 44 |
|
|
2020
Q4 | $594K | Buy |
7,712
+4,052
| +111% | +$312K | 0.07% | 37 |
|
|
2020
Q3 | $254K | Buy |
+3,660
| New | +$254K | 0.04% | 53 |
|