Parsec Financial Management’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
Q1 | $2.69M | Sell |
34,859
-360
| -1% | -$27.7K | 0.11% | 121 |
|
|
2022
Q4 | $2.94M | Sell |
35,219
-5,442
| -13% | -$440K | 0.13% | 119 |
|
|
2022
Q3 | $3.19M | Sell |
40,661
-50
| -0.1% | -$4.24K | 0.16% | 102 |
|
|
2022
Q2 | $3.15M | Buy |
40,711
+1,727
| +4% | +$131K | 0.15% | 108 |
|
|
2022
Q1 | $3.3M | Buy |
38,984
+2,925
| +8% | +$234K | 0.14% | 107 |
|
|
2021
Q4 | $3.37M | Hold |
36,059
| – | – | 0.14% | 104 |
|
|
2021
Q3 | $3.06M | Buy |
36,059
+372
| +1% | +$30K | 0.13% | 106 |
|
|
2021
Q2 | $2.62M | Buy |
35,687
+1,329
| +4% | +$99.7K | 0.12% | 113 |
|
|
2021
Q1 | $2.6M | Hold |
34,358
| – | – | 0.13% | 109 |
|
|
2020
Q4 | $2.65M | Sell |
34,358
-210
| -0.6% | -$15.7K | 0.14% | 105 |
|
|
2020
Q3 | $2.4M | Sell |
34,568
-276
| -0.8% | -$19.1K | 0.15% | 102 |
|
|
2020
Q2 | $2.09M | Buy |
34,844
+40
| +0.1% | +$2.39K | 0.13% | 111 |
|
|
2020
Q1 | $2.09M | Sell |
34,804
-1,084
| -3% | -$68.1K | 0.16% | 108 |
|
|
2019
Q4 | $2.17M | Sell |
35,888
-208
| -0.6% | -$12.1K | 0.13% | 112 |
|
|
2019
Q3 | $2.1M | Sell |
36,096
-696
| -2% | -$37.7K | 0.13% | 115 |
|
|
2019
Q2 | $1.88M | Sell |
36,792
-716
| -2% | -$35.2K | 0.12% | 117 |
|
|
2019
Q1 | $1.81M | Buy |
37,508
+1,732
| +5% | +$79.2K | 0.12% | 123 |
|
|
2018
Q4 | $1.55M | Sell |
35,776
-100
| -0.3% | -$4.37K | 0.11% | 121 |
|
|
2018
Q3 | $1.5M | Buy |
35,876
+4
| +0% | +$170 | 0.1% | 125 |
|
|
2018
Q2 | $1.5M | Buy |
35,872
+1,680
| +5% | +$67.8K | 0.1% | 125 |
|
|
2018
Q1 | $1.4M | Buy |
34,192
+1,112
| +3% | +$42.9K | 0.1% | 130 |
|
|
2017
Q4 | $1.29M | Sell |
33,080
-2,264
| -6% | -$87.4K | 0.09% | 141 |
|
|
2017
Q3 | $1.29M | Sell |
35,344
-2,436
| -6% | -$89.2K | 0.09% | 136 |
|
|
2017
Q2 | $1.32M | Sell |
37,780
-452
| -1% | -$15.4K | 0.1% | 119 |
|
|
2017
Q1 | $1.23M | Hold |
38,232
| – | – | 0.1% | 116 |
|
|
2016
Q4 | $1.14M | Buy |
38,232
+2,212
| +6% | +$66.1K | 0.1% | 126 |
|
|
2016
Q3 | $1.1M | Sell |
36,020
-3,656
| -9% | -$115K | 0.1% | 126 |
|
|
2016
Q2 | $1.29M | Buy |
39,676
+248
| +0.6% | +$7.45K | 0.12% | 118 |
|
|
2016
Q1 | $1.17M | Sell |
39,428
-32
| -0.1% | -$898 | 0.12% | 118 |
|
|
2015
Q4 | $1.02M | Buy |
39,460
+5,552
| +16% | +$140K | 0.11% | 116 |
|
|
2015
Q3 | $827K | Sell |
33,908
-2,780
| -8% | -$70.7K | 0.09% | 118 |
|
|
2015
Q2 | $899K | Buy |
36,688
+140
| +0.4% | +$3.56K | 0.09% | 117 |
|
|
2015
Q1 | $951K | Sell |
36,548
-3,612
| -9% | -$95.3K | 0.1% | 115 |
|
|
2014
Q4 | $1.07M | Sell |
40,160
-200
| -0.5% | -$5.05K | 0.11% | 102 |
|
|
2014
Q3 | $947K | Sell |
40,360
-2,600
| -6% | -$62.8K | 0.1% | 103 |
|
|
2014
Q2 | $1.1M | Sell |
42,960
-1,000
| -2% | -$24.3K | 0.12% | 98 |
|
|
2014
Q1 | $1.05M | Sell |
43,960
-3,656
| -8% | -$82.8K | 0.12% | 95 |
|
|
2013
Q4 | $1.02M | Sell |
47,616
-1,744
| -4% | -$36.8K | 0.12% | 93 |
|
|
2013
Q3 | $989K | Sell |
49,360
-343,240
| -87% | -$7.08M | 0.13% | 91 |
|
|
2013
Q2 | $8M | Buy |
+392,600
| New | +$7.79M | 1.08% | 41 |
|
Other funds holding NEE
Parsec Financial Management's NEE Position: Q1 2023 in Review
Parsec Financial Management reduced its NextEra Energy (NEE) stake by 1% in Q1 2023, selling an estimated $27.7K and leaving 34,859 shares worth $2.69M. The position accounts for 0.11% of the portfolio, ranked #121.
Parsec Financial Management first reported a position in NEE in Q2 2013 and has held it in 40 quarters since. The position peaked at $8M in Q2 2013. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.
- Parsec Financial Management held 34,859 shares of NextEra Energy worth $2.69M as of Q1 2023.
- Parsec Financial Management sold 360 NextEra Energy shares in Q1 2023, an estimated $27.7K.
- NextEra Energy made up 0.11% of Parsec Financial Management's portfolio in Q1 2023, its #121 holding.
- Parsec Financial Management first reported a position in NextEra Energy in Q2 2013 and has held it in 40 quarters since.
- Parsec Financial Management's NextEra Energy position peaked at $8M in Q2 2013.
- 2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.
Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.