SEC
Seven Eight Capital’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-20,238
| Closed | -$1.71M | – | 410 |
|
2024
Q3 | $1.71M | Buy |
+20,238
| New | +$1.71M | 0.15% | 226 |
|
2024
Q1 | – | Sell |
-107,190
| Closed | -$6.51M | – | 748 |
|
2023
Q4 | $6.51M | Sell |
107,190
-42,302
| -28% | -$2.57M | 0.75% | 22 |
|
2023
Q3 | $8.56M | Buy |
+149,492
| New | +$8.56M | 1% | 15 |
|
2022
Q4 | – | Sell |
-18,954
| Closed | -$1.49M | – | 562 |
|
2022
Q3 | $1.49M | Buy |
+18,954
| New | +$1.49M | 0.3% | 97 |
|
2021
Q3 | – | Sell |
-19,834
| Closed | -$1.45M | – | 677 |
|
2021
Q2 | $1.45M | Buy |
+19,834
| New | +$1.45M | 0.2% | 162 |
|
2020
Q3 | – | Sell |
-3,000
| Closed | -$721K | – | 613 |
|
2020
Q2 | $721K | Buy |
+3,000
| New | +$721K | 0.53% | 38 |
|
2018
Q2 | – | Sell |
-4,250
| Closed | -$694K | – | 542 |
|
2018
Q1 | $694K | Buy |
+4,250
| New | +$694K | 0.06% | 250 |
|
2017
Q4 | – | Sell |
-1,450
| Closed | -$212K | – | 534 |
|
2017
Q3 | $212K | Buy |
+1,450
| New | +$212K | 0.03% | 415 |
|
2017
Q2 | – | Sell |
-8,750
| Closed | -$1.12M | – | 643 |
|
2017
Q1 | $1.12M | Sell |
8,750
-16,100
| -65% | -$2.07M | 0.22% | 158 |
|
2016
Q4 | $2.97M | Buy |
+24,850
| New | +$2.97M | 0.6% | 28 |
|
2016
Q3 | – | Sell |
-50
| Closed | -$7K | – | 475 |
|
2016
Q2 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 497 |
|
2016
Q1 | – | Sell |
-5,950
| Closed | -$618K | – | 637 |
|
2015
Q4 | $618K | Sell |
5,950
-5,800
| -49% | -$602K | 0.42% | 65 |
|
2015
Q3 | $1.15M | Buy |
11,750
+11,500
| +4,600% | +$1.12M | 1% | 7 |
|
2015
Q2 | $25K | Buy |
+250
| New | +$25K | 0.03% | 402 |
|
2014
Q4 | – | Sell |
-1,450
| Closed | -$136K | – | 599 |
|
2014
Q3 | $136K | Buy |
+1,450
| New | +$136K | 0.1% | 275 |
|