RegentAtlantic Capital’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
Q3
$6.52M Buy
83,139
+603
+0.7% +$51.2K 0.2% 85
2022
Q2
$6.39M Buy
82,536
+16,001
+24% +$1.22M 0.21% 88
2022
Q1
$5.64M Sell
66,535
-2,522
-4% -$202K 0.16% 106
2021
Q4
$6.45M Buy
69,057
+10,368
+18% +$896K 0.18% 94
2021
Q3
$4.61M Buy
58,689
+11,916
+25% +$961K 0.14% 122
2021
Q2
$3.43M Buy
46,773
+5,294
+13% +$397K 0.11% 150
2021
Q1
$3.14M Buy
41,479
+19,393
+88% +$1.51M 0.11% 145
2020
Q4
$1.7M Buy
22,086
+2,558
+13% +$191K 0.07% 191
2020
Q3
$1.35M Sell
19,528
-88
-0.4% -$6.08K 0.06% 197
2020
Q2
$1.18M Buy
19,616
+5,720
+41% +$342K 0.07% 205
2020
Q1
$836K Sell
13,896
-56
-0.4% -$3.52K 0.07% 223
2019
Q4
$845K Buy
13,952
+924
+7% +$53.9K 0.05% 258
2019
Q3
$759K Sell
13,028
-632
-5% -$34.2K 0.05% 255
2019
Q2
$700K Buy
13,660
+1,924
+16% +$94.7K 0.05% 261
2019
Q1
$567K Sell
11,736
-2,172
-16% -$99.3K 0.04% 280
2018
Q4
$604K Buy
13,908
+4
+0% +$175 0.05% 259
2018
Q3
$583K Buy
13,904
+404
+3% +$17.2K 0.04% 274
2018
Q2
$564K Sell
13,500
-1,788
-12% -$72.2K 0.05% 261
2018
Q1
$624K Buy
15,288
+1,916
+14% +$73.9K 0.05% 259
2017
Q4
$522K Sell
13,372
-520
-4% -$20.1K 0.04% 278
2017
Q3
$509K Sell
13,892
-828
-6% -$30.3K 0.04% 279
2017
Q2
$516K Buy
14,720
+848
+6% +$29K 0.05% 272
2017
Q1
$445K Buy
13,872
+56
+0.4% +$1.76K 0.04% 285
2016
Q4
$413K Sell
13,816
-524
-4% -$15.7K 0.04% 289
2016
Q3
$439K Hold
14,340
0.05% 283
2016
Q2
$468K Sell
14,340
-448
-3% -$13.4K 0.05% 271
2016
Q1
$438K Sell
14,788
-464
-3% -$13K 0.05% 264
2015
Q4
$396K Buy
15,252
+3,296
+28% +$83.4K 0.04% 276
2015
Q3
$292K Sell
11,956
-1,460
-11% -$37.1K 0.03% 318
2015
Q2
$329K Buy
13,416
+3,360
+33% +$85.4K 0.03% 300
2015
Q1
$262K Sell
10,056
-456
-4% -$12K 0.02% 315
2014
Q4
$279K Sell
10,512
-108
-1% -$2.73K 0.02% 314
2014
Q3
$249K Buy
10,620
+752
+8% +$18.2K 0.02% 325
2014
Q2
$253K Sell
9,868
-936
-9% -$22.8K 0.02% 318
2014
Q1
$258K Sell
10,804
-4,252
-28% -$96.3K 0.03% 308
2013
Q4
$322K Sell
15,056
-80
-0.5% -$1.69K 0.03% 291
2013
Q3
$303K Buy
15,136
+420
+3% +$8.67K 0.03% 285
2013
Q2
$300K Buy
+14,716
New +$292K 0.04% 274

Other funds holding NEE

RegentAtlantic Capital's NEE Position: Q3 2022 in Review

RegentAtlantic Capital increased its NextEra Energy (NEE) stake by 0.73% in Q3 2022, buying an estimated $51.2K and bringing the position to 83,139 shares worth $6.52M. The position accounts for 0.2% of the portfolio, ranked #85.

RegentAtlantic Capital first reported a position in NEE in Q2 2013 and has held it in 38 quarters since. 2,343 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

  • RegentAtlantic Capital held 83,139 shares of NextEra Energy worth $6.52M as of Q3 2022.
  • RegentAtlantic Capital bought 603 NextEra Energy shares in Q3 2022, an estimated $51.2K.
  • NextEra Energy made up 0.2% of RegentAtlantic Capital's portfolio in Q3 2022, its #85 holding.
  • RegentAtlantic Capital first reported a position in NextEra Energy in Q2 2013 and has held it in 38 quarters since.
  • 2,343 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.