ZCA
Zeke Capital Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.11M | Sell |
13,271
-384
| -3% | -$32.1K | 0.07% | 131 |
|
|
2022
Q3 | $1.07M | Buy |
13,655
+2,093
| +18% | +$164K | 0.08% | 115 |
|
|
2022
Q2 | $895K | Sell |
11,562
-489
| -4% | -$37.9K | 0.06% | 143 |
|
|
2022
Q1 | $1.02M | Buy |
+12,051
| New | +$1.02M | 0.05% | 137 |
|
|
2021
Q4 | – | Sell |
-2,935
| Closed | -$230K | – | 323 |
|
|
2021
Q3 | $230K | Buy |
+2,935
| New | +$230K | 0.01% | 259 |
|
|
2020
Q2 | – | Sell |
-872
| Closed | -$210K | – | 249 |
|
|
2020
Q1 | $210K | Sell |
872
-5,910
| -87% | -$1.42M | 0.06% | 187 |
|
|
2019
Q4 | $1.64M | Sell |
6,782
-160
| -2% | -$38.7K | 0.14% | 126 |
|
|
2019
Q3 | $1.62M | Sell |
6,942
-1,401
| -17% | -$326K | 0.14% | 118 |
|
|
2019
Q2 | $1.71M | Sell |
8,343
-1,430
| -15% | -$293K | 0.16% | 111 |
|
|
2019
Q1 | $1.89M | Sell |
9,773
-160
| -2% | -$30.9K | 0.18% | 103 |
|
|
2018
Q4 | $1.73M | Sell |
9,933
-3,737
| -27% | -$650K | 0.17% | 102 |
|
|
2018
Q3 | $2.29M | Hold |
13,670
| – | – | 0.19% | 85 |
|
|
2018
Q2 | $2.28M | Sell |
13,670
-29,369
| -68% | -$4.9M | 0.21% | 79 |
|
|
2018
Q1 | $7.03M | Buy |
43,039
+30,514
| +244% | +$4.98M | 0.65% | 27 |
|
|
2017
Q4 | $1.96M | Buy |
12,525
+3,007
| +32% | +$470K | 0.21% | 81 |
|
|
2017
Q3 | $1.4M | Buy |
9,518
+5,142
| +118% | +$754K | 0.19% | 86 |
|
|
2017
Q2 | $613K | Buy |
4,376
+1,176
| +37% | +$165K | 0.12% | 109 |
|
|
2017
Q1 | $411K | Buy |
3,200
+731
| +30% | +$93.9K | 0.08% | 140 |
|
|
2016
Q4 | $295K | Buy |
+2,469
| New | +$295K | 0.08% | 134 |
|
|
2016
Q1 | – | Sell |
-62,450
| Closed | -$6.49M | – | 40 |
|
|
2015
Q4 | $6.49M | Hold |
62,450
| – | – | 5.57% | 5 |
|
|
2015
Q3 | $6.09M | Sell |
62,450
-348
| -0.6% | -$33.9K | 4.01% | 8 |
|
|
2015
Q2 | $6.16M | Sell |
62,798
-165
| -0.3% | -$16.2K | 4.93% | 6 |
|
|
2015
Q1 | $6.55M | Hold |
62,963
| – | – | 5.1% | 5 |
|
|
2014
Q4 | $6.69M | Sell |
62,963
-1,500
| -2% | -$159K | 5.21% | 4 |
|
|
2014
Q3 | $6.05M | Hold |
64,463
| – | – | 5.5% | 4 |
|
|
2014
Q2 | $6.61M | Sell |
64,463
-15,537
| -19% | -$1.59M | 5.32% | 4 |
|
|
2014
Q1 | $7.65M | Hold |
80,000
| – | – | 6.62% | 4 |
|
|
2013
Q4 | $6.85M | Hold |
80,000
| – | – | 6.28% | 4 |
|
|
2013
Q3 | $6.41M | Hold |
80,000
| – | – | 6.03% | 4 |
|
|
2013
Q2 | $6.52M | Buy |
+80,000
| New | +$6.52M | 5.33% | 5 |
|