Sicart Associates’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,400
| Closed | -$203K | – | 71 |
|
|
2024
Q3 | $203K | Buy |
+2,400
| New | +$203K | 0.07% | 69 |
|
|
2023
Q1 | – | Sell |
-2,400
| Closed | -$201K | – | 74 |
|
|
2022
Q4 | $201K | Buy |
+2,400
| New | +$201K | 0.07% | 70 |
|
|
2022
Q2 | – | Sell |
-2,400
| Closed | -$203K | – | 90 |
|
|
2022
Q1 | $203K | Hold |
2,400
| – | – | 0.05% | 85 |
|
|
2021
Q4 | $223K | Buy |
+2,400
| New | +$223K | 0.06% | 86 |
|
|
2021
Q1 | – | Sell |
-3,200
| Closed | -$247K | – | 119 |
|
|
2020
Q4 | $247K | Hold |
3,200
| – | – | 0.06% | 96 |
|
|
2020
Q3 | $222K | Buy |
+3,200
| New | +$222K | 0.07% | 99 |
|
|
2020
Q2 | – | Sell |
-4,000
| Closed | -$241K | – | 115 |
|
|
2020
Q1 | $241K | Buy |
+4,000
| New | +$241K | 0.09% | 84 |
|
|
2019
Q3 | – | Sell |
-36,000
| Closed | -$1.84M | – | 115 |
|
|
2019
Q2 | $1.84M | Hold |
36,000
| – | – | 0.75% | 33 |
|
|
2019
Q1 | $1.74M | Hold |
36,000
| – | – | 0.74% | 32 |
|
|
2018
Q4 | $1.56M | Hold |
36,000
| – | – | 0.76% | 31 |
|
|
2018
Q3 | $1.51M | Hold |
36,000
| – | – | 0.72% | 33 |
|
|
2018
Q2 | $1.5M | Hold |
36,000
| – | – | 0.79% | 34 |
|
|
2018
Q1 | $1.47M | Sell |
36,000
-24,000
| -40% | -$980K | 0.88% | 30 |
|
|
2017
Q4 | $2.34M | Buy |
60,000
+24,000
| +67% | +$937K | 1.24% | 22 |
|
|
2017
Q3 | $1.32M | Hold |
36,000
| – | – | 0.94% | 31 |
|
|
2017
Q2 | $1.26M | Hold |
36,000
| – | – | 0.92% | 29 |
|
|
2017
Q1 | $1.16M | Buy |
36,000
+4,000
| +13% | +$128K | 0.83% | 30 |
|
|
2016
Q4 | $956K | Buy |
+32,000
| New | +$956K | 0.66% | 42 |
|