KC
Kingfisher Capital’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.08M | Sell |
48,269
-2,910
| -6% | -$246K | 0.93% | 38 |
|
|
2024
Q2 | $3.62M | Sell |
51,179
-807
| -2% | -$57.1K | 0.85% | 43 |
|
|
2024
Q1 | $3.32M | Buy |
51,986
+504
| +1% | +$32.2K | 0.8% | 45 |
|
|
2023
Q4 | $3.13M | Sell |
51,482
-170
| -0.3% | -$10.3K | 0.81% | 45 |
|
|
2023
Q3 | $2.96M | Buy |
51,652
+95
| +0.2% | +$5.44K | 0.81% | 51 |
|
|
2023
Q2 | $3.83M | Sell |
51,557
-705
| -1% | -$52.3K | 1% | 40 |
|
|
2023
Q1 | $4.03M | Buy |
52,262
+207
| +0.4% | +$16K | 1.06% | 36 |
|
|
2022
Q4 | $4.35M | Buy |
52,055
+2,055
| +4% | +$172K | 1.16% | 30 |
|
|
2022
Q3 | $3.92M | Buy |
50,000
+5,661
| +13% | +$444K | 1.08% | 32 |
|
|
2022
Q2 | $3.43M | Buy |
44,339
+12,486
| +39% | +$967K | 0.98% | 33 |
|
|
2022
Q1 | $2.7M | Buy |
31,853
+28,865
| +966% | +$2.44M | 0.7% | 55 |
|
|
2021
Q4 | $279K | Buy |
2,988
+12
| +0.4% | +$1.12K | 0.06% | 165 |
|
|
2021
Q3 | $233K | Buy |
2,976
+86
| +3% | +$6.73K | 0.06% | 163 |
|
|
2021
Q2 | $212K | Buy |
2,890
+15
| +0.5% | +$1.1K | 0.05% | 173 |
|
|
2021
Q1 | $217K | Sell |
2,875
-261
| -8% | -$19.7K | 0.06% | 174 |
|
|
2020
Q4 | $242K | Buy |
+3,136
| New | +$242K | 0.07% | 159 |
|
|
2020
Q2 | – | Sell |
-1,425
| Closed | -$343K | – | 154 |
|
|
2020
Q1 | $343K | Buy |
1,425
+4
| +0.3% | +$963 | 0.18% | 121 |
|
|
2019
Q4 | $344K | Buy |
1,421
+3
| +0.2% | +$726 | 0.16% | 128 |
|
|
2019
Q3 | $330K | Buy |
1,418
+4
| +0.3% | +$931 | 0.2% | 114 |
|
|
2019
Q2 | $290K | Buy |
1,414
+4
| +0.3% | +$820 | 0.18% | 111 |
|
|
2019
Q1 | $273K | Buy |
1,410
+4
| +0.3% | +$774 | 0.17% | 111 |
|
|
2018
Q4 | $244K | Buy |
1,406
+3
| +0.2% | +$521 | 0.17% | 114 |
|
|
2018
Q3 | $235K | Buy |
1,403
+4
| +0.3% | +$670 | 0.13% | 122 |
|
|
2018
Q2 | $234K | Buy |
1,399
+4
| +0.3% | +$669 | 0.15% | 123 |
|
|
2018
Q1 | $228K | Buy |
1,395
+5
| +0.4% | +$817 | 0.15% | 118 |
|
|
2017
Q4 | $217K | Buy |
1,390
+3
| +0.2% | +$468 | 0.14% | 121 |
|
|
2017
Q3 | $203K | Sell |
1,387
-182
| -12% | -$26.6K | 0.13% | 114 |
|
|
2017
Q2 | $220K | Sell |
1,569
-4
| -0.3% | -$561 | 0.15% | 107 |
|
|
2017
Q1 | $202K | Buy |
+1,573
| New | +$202K | 0.15% | 107 |
|
|
2016
Q4 | – | Sell |
-1,723
| Closed | -$211K | – | 132 |
|
|
2016
Q3 | $211K | Hold |
1,723
| – | – | 0.15% | 109 |
|
|
2016
Q2 | $225K | Hold |
1,723
| – | – | 0.15% | 111 |
|
|
2016
Q1 | $204K | Hold |
1,723
| – | – | 0.13% | 118 |
|
|
2015
Q4 | $179K | Sell |
1,723
-567
| -25% | -$58.9K | 0.11% | 125 |
|
|
2015
Q3 | $223K | Hold |
2,290
| – | – | 0.14% | 123 |
|
|
2015
Q2 | $224K | Hold |
2,290
| – | – | 0.13% | 124 |
|
|
2015
Q1 | $238K | Hold |
2,290
| – | – | 0.12% | 130 |
|
|
2014
Q4 | $243K | Sell |
2,290
-100
| -4% | -$10.6K | 0.12% | 128 |
|
|
2014
Q3 | $224K | Hold |
2,390
| – | – | 0.12% | 133 |
|
|
2014
Q2 | $245K | Hold |
2,390
| – | – | 0.13% | 137 |
|
|
2014
Q1 | $229K | Sell |
2,390
-85
| -3% | -$8.14K | 0.12% | 137 |
|
|
2013
Q4 | $212K | Buy |
+2,475
| New | +$212K | 0.11% | 129 |
|