Kistler-Tiffany Companies’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $704K | Buy |
9,487
+5,807
| +158% | +$440K | 0.11% | 147 |
|
|
2023
Q1 | $284K | Sell |
3,680
-23
| -0.6% | -$1.77K | 0.05% | 250 |
|
|
2022
Q4 | $310K | Buy |
3,703
+5
| +0.1% | +$404 | 0.06% | 190 |
|
|
2022
Q3 | $290K | Buy |
3,698
+4
| +0.1% | +$339 | 0.07% | 168 |
|
|
2022
Q2 | $286K | Buy |
3,694
+26
| +0.7% | +$1.98K | 0.06% | 172 |
|
|
2022
Q1 | $311K | Buy |
3,668
+5
| +0.1% | +$401 | 0.06% | 172 |
|
|
2021
Q4 | $342K | Buy |
3,663
+3
| +0.1% | +$259 | 0.07% | 148 |
|
|
2021
Q3 | $287K | Buy |
3,660
+4
| +0.1% | +$323 | 0.07% | 154 |
|
|
2021
Q2 | $268K | Buy |
3,656
+4
| +0.1% | +$300 | 0.06% | 164 |
|
|
2021
Q1 | $276K | Buy |
3,652
+5
| +0.1% | +$390 | 0.07% | 144 |
|
|
2020
Q4 | $281K | Buy |
3,647
+3
| +0.1% | +$224 | 0.08% | 135 |
|
|
2020
Q3 | $253K | Buy |
3,644
+4
| +0.1% | +$276 | 0.08% | 132 |
|
|
2020
Q2 | $219K | Buy |
3,640
+36
| +1% | +$2.15K | 0.08% | 129 |
|
|
2020
Q1 | $218K | Hold |
3,604
| – | – | 0.08% | 132 |
|
|
2019
Q4 | $218K | Sell |
3,604
-400
| -10% | -$23.4K | 0.08% | 135 |
|
|
2019
Q3 | $233K | Buy |
4,004
+400
| +11% | +$21.6K | 0.09% | 129 |
|
|
2019
Q2 | $185K | Hold |
3,604
| – | – | 0.07% | 137 |
|
|
2019
Q1 | $174K | Buy |
3,604
+1,204
| +50% | +$55.1K | 0.07% | 133 |
|
|
2018
Q4 | $104K | Hold |
2,400
| – | – | 0.05% | 169 |
|
|
2018
Q3 | $101K | Sell |
2,400
-44
| -2% | -$1.87K | 0.04% | 185 |
|
|
2018
Q2 | $102K | Buy |
2,444
+44
| +2% | +$1.78K | 0.05% | 186 |
|
|
2018
Q1 | $98K | Buy |
2,400
+800
| +50% | +$30.8K | 0.04% | 199 |
|
|
2017
Q4 | $62K | Hold |
1,600
| – | – | 0.02% | 248 |
|
|
2017
Q3 | $59K | Hold |
1,600
| – | – | 0.02% | 253 |
|
|
2017
Q2 | $56K | Hold |
1,600
| – | – | 0.03% | 246 |
|
|
2017
Q1 | $51K | Hold |
1,600
| – | – | 0.02% | 250 |
|
|
2016
Q4 | $48K | Hold |
1,600
| – | – | 0.02% | 255 |
|
|
2016
Q3 | $49K | Sell |
1,600
-40
| -2% | -$1.26K | 0.02% | 256 |
|
|
2016
Q2 | $53K | Buy |
1,640
+40
| +3% | +$1.2K | 0.03% | 246 |
|
|
2016
Q1 | $47K | Sell |
1,600
-240
| -13% | -$6.74K | 0.03% | 252 |
|
|
2015
Q4 | $48K | Sell |
1,840
-2,560
| -58% | -$64.8K | 0.03% | 256 |
|
|
2015
Q3 | $107K | Hold |
4,400
| – | – | 0.06% | 182 |
|
|
2015
Q2 | $108K | Sell |
4,400
-11,460
| -72% | -$291K | 0.06% | 181 |
|
|
2015
Q1 | $413K | Buy |
15,860
+92
| +0.6% | +$2.43K | 0.26% | 68 |
|
|
2014
Q4 | $419K | Buy |
15,768
+76
| +0.5% | +$1.92K | 0.27% | 64 |
|
|
2014
Q3 | $368K | Buy |
15,692
+88
| +0.6% | +$2.13K | 0.25% | 73 |
|
|
2014
Q2 | $400K | Buy |
15,604
+84
| +0.5% | +$2.04K | 0.29% | 65 |
|
|
2014
Q1 | $371K | Buy |
15,520
+88
| +0.6% | +$1.99K | 0.28% | 68 |
|
|
2013
Q4 | $330K | Buy |
15,432
+88
| +0.6% | +$1.85K | 0.25% | 73 |
|
|
2013
Q3 | $308K | Sell |
15,344
-72
| -0.5% | -$1.49K | 0.25% | 73 |
|
|
2013
Q2 | $314K | Buy |
+15,416
| New | +$306K | 0.27% | 70 |
|
Other funds holding NEE
Kistler-Tiffany Companies's NEE Position: Q2 2023 in Review
Kistler-Tiffany Companies increased its NextEra Energy (NEE) stake by 158% in Q2 2023, buying an estimated $440K and bringing the position to 9,487 shares worth $704K. The position accounts for 0.11% of the portfolio, ranked #147.
Kistler-Tiffany Companies first reported a position in NEE in Q2 2013 and has held it in 41 quarters since. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.
- Kistler-Tiffany Companies held 9,487 shares of NextEra Energy worth $704K as of Q2 2023.
- Kistler-Tiffany Companies bought 5,807 NextEra Energy shares in Q2 2023, an estimated $440K.
- NextEra Energy made up 0.11% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #147 holding.
- Kistler-Tiffany Companies first reported a position in NextEra Energy in Q2 2013 and has held it in 41 quarters since.
- 2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.
Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.