Marietta Investment 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
Q4 | – | Sell |
-6,030
| Closed | -$345K | – | 164 |
|
|
2023
Q3 | $345K | Sell |
6,030
-3,526
| -37% | -$202K | 0.1% | 131 |
|
|
2023
Q2 | $709K | Sell |
9,556
-1,707
| -15% | -$127K | 0.18% | 91 |
|
|
2023
Q1 | $868K | Sell |
11,263
-148
| -1% | -$11.4K | 0.24% | 81 |
|
|
2022
Q4 | $954K | Buy |
11,411
+90
| +0.8% | +$7.52K | 0.27% | 75 |
|
|
2022
Q3 | $892K | Sell |
11,321
-720
| -6% | -$56.7K | 0.26% | 79 |
|
|
2022
Q2 | $933K | Sell |
12,041
-1,734
| -13% | -$134K | 0.28% | 76 |
|
|
2022
Q1 | $1.17M | Sell |
13,775
-3,400
| -20% | -$288K | 0.27% | 74 |
|
|
2021
Q4 | $1.6M | Buy |
17,175
+233
| +1% | +$21.7K | 0.34% | 65 |
|
|
2021
Q3 | $1.33M | Buy |
16,942
+40
| +0.2% | +$3.14K | 0.3% | 75 |
|
|
2021
Q2 | $1.24M | Hold |
16,902
| – | – | 0.28% | 78 |
|
|
2021
Q1 | $1.28M | Buy |
16,902
+390
| +2% | +$29.5K | 0.32% | 68 |
|
|
2020
Q4 | $1.27M | Buy |
16,512
+4,280
| +35% | +$330K | 0.33% | 65 |
|
|
2020
Q3 | $849K | Buy |
12,232
+1,400
| +13% | +$97.2K | 0.26% | 74 |
|
|
2020
Q2 | $650K | Sell |
10,832
-200
| -2% | -$12K | 0.22% | 78 |
|
|
2020
Q1 | $664K | Buy |
+11,032
| New | +$664K | 0.29% | 68 |
|