Regent Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.16M | Buy |
13,917
+4,265
| +44% | +$345K | 0.31% | 88 |
|
|
2022
Q3 | $757K | Sell |
9,652
-200
| -2% | -$17K | 0.22% | 100 |
|
|
2022
Q2 | $763K | Hold |
9,852
| – | – | 0.21% | 107 |
|
|
2022
Q1 | $834K | Hold |
9,852
| – | – | 0.19% | 113 |
|
|
2021
Q4 | $920K | Hold |
9,852
| – | – | 0.2% | 109 |
|
|
2021
Q3 | $773K | Hold |
9,852
| – | – | 0.19% | 113 |
|
|
2021
Q2 | $722K | Buy |
9,852
+1,200
| +14% | +$90.1K | 0.17% | 114 |
|
|
2021
Q1 | $654K | Hold |
8,652
| – | – | 0.16% | 115 |
|
|
2020
Q4 | $668K | Sell |
8,652
-324
| -4% | -$24.2K | 0.19% | 105 |
|
|
2020
Q3 | $623K | Sell |
8,976
-264
| -3% | -$18.2K | 0.19% | 100 |
|
|
2020
Q2 | $555K | Sell |
9,240
-2,992
| -24% | -$179K | 0.18% | 105 |
|
|
2020
Q1 | $736K | Sell |
12,232
-1,800
| -13% | -$113K | 0.3% | 77 |
|
|
2019
Q4 | $849K | Sell |
14,032
-88
| -0.6% | -$5.14K | 0.26% | 96 |
|
|
2019
Q3 | $822K | Hold |
14,120
| – | – | 0.27% | 100 |
|
|
2019
Q2 | $723K | Sell |
14,120
-2,384
| -14% | -$117K | 0.24% | 108 |
|
|
2019
Q1 | $798K | Sell |
16,504
-1,500
| -8% | -$68.6K | 0.27% | 99 |
|
|
2018
Q4 | $783K | Sell |
18,004
-1,000
| -5% | -$43.7K | 0.29% | 93 |
|
|
2018
Q3 | $796K | Hold |
19,004
| – | – | 0.25% | 104 |
|
|
2018
Q2 | $794K | Sell |
19,004
-340
| -2% | -$13.7K | 0.27% | 99 |
|
|
2018
Q1 | $790K | Buy |
19,344
+400
| +2% | +$15.4K | 0.27% | 100 |
|
|
2017
Q4 | $740K | Sell |
18,944
-2,800
| -13% | -$108K | 0.24% | 110 |
|
|
2017
Q3 | $797K | Hold |
21,744
| – | – | 0.27% | 104 |
|
|
2017
Q2 | $761K | Sell |
21,744
-400
| -2% | -$13.7K | 0.27% | 107 |
|
|
2017
Q1 | $710K | Hold |
22,144
| – | – | 0.27% | 109 |
|
|
2016
Q4 | $661K | Hold |
22,144
| – | – | 0.34% | 89 |
|
|
2016
Q3 | $678K | Hold |
22,144
| – | – | 0.35% | 86 |
|
|
2016
Q2 | $722K | Sell |
22,144
-500
| -2% | -$15K | 0.39% | 76 |
|
|
2016
Q1 | $670K | Hold |
22,644
| – | – | 0.37% | 83 |
|
|
2015
Q4 | $588K | Hold |
22,644
| – | – | 0.31% | 93 |
|
|
2015
Q3 | $552K | Buy |
22,644
+1,720
| +8% | +$43.7K | 0.3% | 95 |
|
|
2015
Q2 | $513K | Hold |
20,924
| – | – | 0.26% | 111 |
|
|
2015
Q1 | $544K | Hold |
20,924
| – | – | 0.28% | 104 |
|
|
2014
Q4 | $556K | Hold |
20,924
| – | – | 0.29% | 100 |
|
|
2014
Q3 | $491K | Sell |
20,924
-2,800
| -12% | -$67.6K | 0.25% | 107 |
|
|
2014
Q2 | $608K | Buy |
23,724
+200
| +0.9% | +$4.87K | 0.3% | 95 |
|
|
2014
Q1 | $562K | Hold |
23,524
| – | – | 0.3% | 100 |
|
|
2013
Q4 | $504K | Hold |
23,524
| – | – | 0.28% | 105 |
|
|
2013
Q3 | $471K | Buy |
23,524
+1,840
| +8% | +$38K | 0.31% | 95 |
|
|
2013
Q2 | $442K | Buy |
+21,684
| New | +$430K | 0.34% | 93 |
|
Other funds holding NEE
Regent Investment Management's NEE Position: Q4 2022 in Review
Regent Investment Management increased its NextEra Energy (NEE) stake by 44% in Q4 2022, buying an estimated $345K and bringing the position to 13,917 shares worth $1.16M. The position accounts for 0.31% of the portfolio, ranked #88.
Regent Investment Management first reported a position in NEE in Q2 2013 and has held it in 39 quarters since. 2,473 funds tracked by Wall St. Rank hold NEE as of Q4 2022.
- Regent Investment Management held 13,917 shares of NextEra Energy worth $1.16M as of Q4 2022.
- Regent Investment Management bought 4,265 NextEra Energy shares in Q4 2022, an estimated $345K.
- NextEra Energy made up 0.31% of Regent Investment Management's portfolio in Q4 2022, its #88 holding.
- Regent Investment Management first reported a position in NextEra Energy in Q2 2013 and has held it in 39 quarters since.
- 2,473 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.
Based on Regent Investment Management's 13F filing for Q4 2022, filed 26 Jan 2023.