Westhampton Capital’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
Q1 | – | Sell |
-10,410
| Closed | -$632K | – | 119 |
|
2023
Q4 | $632K | Sell |
10,410
-1,882
| -15% | -$114K | 0.38% | 78 |
|
2023
Q3 | $704K | Buy |
12,292
+450
| +4% | +$25.8K | 0.45% | 70 |
|
2023
Q2 | $879K | Sell |
11,842
-80
| -0.7% | -$5.94K | 0.57% | 55 |
|
2023
Q1 | $919K | Buy |
11,922
+205
| +2% | +$15.8K | 0.59% | 56 |
|
2022
Q4 | $980K | Buy |
11,717
+100
| +0.9% | +$8.36K | 0.66% | 56 |
|
2022
Q3 | $911K | Hold |
11,617
| – | – | 0.69% | 54 |
|
2022
Q2 | $900K | Buy |
11,617
+190
| +2% | +$14.7K | 0.64% | 53 |
|
2022
Q1 | $968K | Hold |
11,427
| – | – | 0.62% | 53 |
|
2021
Q4 | $1.07M | Buy |
11,427
+82
| +0.7% | +$7.66K | 0.65% | 50 |
|
2021
Q3 | $891K | Sell |
11,345
-200
| -2% | -$15.7K | 0.61% | 51 |
|
2021
Q2 | $846K | Buy |
11,545
+830
| +8% | +$60.8K | 0.55% | 56 |
|
2021
Q1 | $810K | Buy |
10,715
+20
| +0.2% | +$1.51K | 0.56% | 58 |
|
2020
Q4 | $825K | Buy |
10,695
+1,115
| +12% | +$86K | 0.61% | 51 |
|
2020
Q3 | $665K | Buy |
9,580
+940
| +11% | +$65.3K | 0.54% | 54 |
|
2020
Q2 | $519K | Buy |
+8,640
| New | +$519K | 0.45% | 64 |
|