Lawrence B. Cohen’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
Q4 | – | Sell |
-37,300
| Closed | -$2.14M | – | 39 |
|
|
2023
Q3 | $2.14M | Buy |
37,300
+11,775
| +46% | +$675K | 1.44% | 36 |
|
|
2023
Q2 | $1.89M | Sell |
25,525
-8
| -0% | -$594 | 1.21% | 39 |
|
|
2023
Q1 | $1.97M | Buy |
25,533
+757
| +3% | +$58.4K | 1.32% | 40 |
|
|
2022
Q4 | $2.07M | Buy |
24,776
+325
| +1% | +$27.2K | 1.08% | 37 |
|
|
2022
Q3 | $1.92M | Sell |
24,451
-2,660
| -10% | -$209K | 1.48% | 29 |
|
|
2022
Q2 | $2.1M | Buy |
27,111
+657
| +2% | +$50.9K | 1.5% | 34 |
|
|
2022
Q1 | $2.24M | Buy |
26,454
+606
| +2% | +$51.3K | 1.33% | 37 |
|
|
2021
Q4 | $2.41M | Sell |
25,848
-6,608
| -20% | -$617K | 0.94% | 45 |
|
|
2021
Q3 | $2.55M | Sell |
32,456
-565
| -2% | -$44.4K | 1.34% | 36 |
|
|
2021
Q2 | $2.42M | Buy |
33,021
+415
| +1% | +$30.4K | 1.23% | 39 |
|
|
2021
Q1 | $2.47M | Sell |
32,606
-284
| -0.9% | -$21.5K | 1.34% | 32 |
|
|
2020
Q4 | $2.54M | Buy |
32,890
+2,826
| +9% | +$218K | 1.41% | 31 |
|
|
2020
Q3 | $2.09M | Buy |
30,064
+2,572
| +9% | +$179K | 1.27% | 34 |
|
|
2020
Q2 | $1.65M | Buy |
27,492
+1,620
| +6% | +$97.3K | 1.1% | 35 |
|
|
2020
Q1 | $1.56M | Buy |
25,872
+15,880
| +159% | +$955K | 1.22% | 35 |
|
|
2019
Q4 | $605K | Buy |
9,992
+160
| +2% | +$9.69K | 0.36% | 57 |
|
|
2019
Q3 | $573K | Sell |
9,832
-160
| -2% | -$9.33K | 0.38% | 56 |
|
|
2019
Q2 | $512K | Hold |
9,992
| – | – | 0.35% | 56 |
|
|
2019
Q1 | $483K | Sell |
9,992
-60
| -0.6% | -$2.9K | 0.34% | 57 |
|
|
2018
Q4 | $437K | Buy |
10,052
+452
| +5% | +$19.7K | 0.34% | 56 |
|
|
2018
Q3 | $402K | Sell |
9,600
-800
| -8% | -$33.5K | 0.27% | 57 |
|
|
2018
Q2 | $434K | Buy |
10,400
+132
| +1% | +$5.51K | 0.31% | 53 |
|
|
2018
Q1 | $419K | Sell |
10,268
-400
| -4% | -$16.3K | 0.28% | 52 |
|
|
2017
Q4 | $417K | Buy |
10,668
+60
| +0.6% | +$2.35K | 0.26% | 53 |
|
|
2017
Q3 | $389K | Sell |
10,608
-2,000
| -16% | -$73.3K | 0.25% | 54 |
|
|
2017
Q2 | $442K | Sell |
12,608
-800
| -6% | -$28K | 0.28% | 54 |
|
|
2017
Q1 | $430K | Sell |
13,408
-300
| -2% | -$9.62K | 0.26% | 57 |
|
|
2016
Q4 | $409K | Buy |
13,708
+1,700
| +14% | +$50.7K | 0.25% | 57 |
|
|
2016
Q3 | $367K | Hold |
12,008
| – | – | 0.22% | 57 |
|
|
2016
Q2 | $391K | Buy |
12,008
+100
| +0.8% | +$3.26K | 0.23% | 58 |
|
|
2016
Q1 | $352K | Hold |
11,908
| – | – | 0.23% | 58 |
|
|
2015
Q4 | $309K | Hold |
11,908
| – | – | 0.21% | 59 |
|
|
2015
Q3 | $290K | Hold |
11,908
| – | – | 0.2% | 58 |
|
|
2015
Q2 | $292K | Hold |
11,908
| – | – | 0.18% | 60 |
|
|
2015
Q1 | $310K | Hold |
11,908
| – | – | 0.19% | 60 |
|
|
2014
Q4 | $316K | Buy |
11,908
+408
| +4% | +$10.8K | 0.19% | 61 |
|
|
2014
Q3 | $270K | Sell |
11,500
-300
| -3% | -$7.04K | 0.18% | 62 |
|
|
2014
Q2 | $302K | Hold |
11,800
| – | – | 0.2% | 59 |
|
|
2014
Q1 | $282K | Sell |
11,800
-400
| -3% | -$9.56K | 0.19% | 58 |
|
|
2013
Q4 | $261K | Sell |
12,200
-800
| -6% | -$17.1K | 0.19% | 59 |
|
|
2013
Q3 | $261K | Hold |
13,000
| – | – | 0.2% | 58 |
|
|
2013
Q2 | $265K | Buy |
+13,000
| New | +$265K | 0.2% | 57 |
|