Westwood Management Corporation’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,400
| Closed | -$367K | – | 45 |
|
|
2023
Q3 | $367K | Hold |
6,400
| – | – | 0.05% | 42 |
|
|
2023
Q2 | $475K | Sell |
6,400
-5,600
| -47% | -$416K | 0.06% | 45 |
|
|
2023
Q1 | $925K | Hold |
12,000
| – | – | 0.12% | 36 |
|
|
2022
Q4 | $1M | Hold |
12,000
| – | – | 0.14% | 32 |
|
|
2022
Q3 | $941K | Hold |
12,000
| – | – | 0.12% | 35 |
|
|
2022
Q2 | $930K | Hold |
12,000
| – | – | 0.12% | 35 |
|
|
2022
Q1 | $1.02M | Hold |
12,000
| – | – | 0.1% | 39 |
|
|
2021
Q4 | $1.12M | Hold |
12,000
| – | – | 0.09% | 41 |
|
|
2021
Q3 | $942K | Hold |
12,000
| – | – | 0.08% | 43 |
|
|
2021
Q2 | $879K | Sell |
12,000
-106
| -0.9% | -$7.77K | 0.07% | 46 |
|
|
2021
Q1 | $915K | Buy |
12,106
+106
| +0.9% | +$8.01K | 0.08% | 43 |
|
|
2020
Q4 | $926K | Sell |
12,000
-1,204
| -9% | -$92.9K | 0.08% | 36 |
|
|
2020
Q3 | $916K | Sell |
13,204
-4,396
| -25% | -$305K | 0.08% | 34 |
|
|
2020
Q2 | $1.06M | Buy |
17,600
+5,600
| +47% | +$336K | 0.11% | 37 |
|
|
2020
Q1 | $722K | Hold |
12,000
| – | – | 0.1% | 33 |
|
|
2019
Q4 | $726K | Hold |
12,000
| – | – | 0.09% | 40 |
|
|
2019
Q3 | $699K | Hold |
12,000
| – | – | 0.09% | 42 |
|
|
2019
Q2 | $615K | Hold |
12,000
| – | – | 0.08% | 51 |
|
|
2019
Q1 | $580K | Hold |
12,000
| – | – | 0.08% | 48 |
|
|
2018
Q4 | $521K | Hold |
12,000
| – | – | 0.08% | 48 |
|
|
2018
Q3 | $503K | Hold |
12,000
| – | – | 0.06% | 54 |
|
|
2018
Q2 | $501K | Hold |
12,000
| – | – | 0.07% | 55 |
|
|
2018
Q1 | $490K | Hold |
12,000
| – | – | 0.07% | 55 |
|
|
2017
Q4 | $469K | Hold |
12,000
| – | – | 0.07% | 61 |
|
|
2017
Q3 | $440K | Sell |
12,000
-3,600
| -23% | -$132K | 0.07% | 59 |
|
|
2017
Q2 | $547K | Hold |
15,600
| – | – | 0.09% | 52 |
|
|
2017
Q1 | $501K | Hold |
15,600
| – | – | 0.08% | 52 |
|
|
2016
Q4 | $466K | Hold |
15,600
| – | – | 0.09% | 51 |
|
|
2016
Q3 | $477K | Buy |
15,600
+6,400
| +70% | +$196K | 0.08% | 52 |
|
|
2016
Q2 | $300K | Sell |
9,200
-2,400
| -21% | -$78.3K | 0.06% | 60 |
|
|
2016
Q1 | $343K | Hold |
11,600
| – | – | 0.07% | 62 |
|
|
2015
Q4 | $301K | Hold |
11,600
| – | – | 0.06% | 64 |
|
|
2015
Q3 | $283K | Sell |
11,600
-3,600
| -24% | -$87.8K | 0.05% | 67 |
|
|
2015
Q2 | $373K | Hold |
15,200
| – | – | 0.06% | 63 |
|
|
2015
Q1 | $395K | Hold |
15,200
| – | – | 0.07% | 61 |
|
|
2014
Q4 | $404K | Hold |
15,200
| – | – | 0.07% | 61 |
|
|
2014
Q3 | $357K | Hold |
15,200
| – | – | 0.06% | 59 |
|
|
2014
Q2 | $389K | Sell |
15,200
-8,000
| -34% | -$205K | 0.06% | 64 |
|
|
2014
Q1 | $555K | Hold |
23,200
| – | – | 0.09% | 57 |
|
|
2013
Q4 | $497K | Hold |
23,200
| – | – | 0.08% | 66 |
|
|
2013
Q3 | $465K | Hold |
23,200
| – | – | 0.09% | 68 |
|
|
2013
Q2 | $473K | Buy |
+23,200
| New | +$473K | 0.1% | 67 |
|