Zeke Capital Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.11M | Sell |
13,271
-384
| -3% | -$31K | 0.07% | 131 |
|
|
2022
Q3 | $1.07M | Buy |
13,655
+2,093
| +18% | +$178K | 0.08% | 115 |
|
|
2022
Q2 | $895K | Sell |
11,562
-489
| -4% | -$37.2K | 0.06% | 143 |
|
|
2022
Q1 | $1.02M | Buy |
+12,051
| New | +$966K | 0.05% | 137 |
|
|
2021
Q4 | – | Sell |
-2,935
| Closed | -$230K | – | 323 |
|
|
2021
Q3 | $230K | Buy |
+2,935
| New | +$237K | 0.01% | 259 |
|
|
2020
Q2 | – | Sell |
-3,488
| Closed | -$210K | – | 249 |
|
|
2020
Q1 | $210K | Sell |
3,488
-23,640
| -87% | -$1.49M | 0.06% | 187 |
|
|
2019
Q4 | $1.64M | Sell |
27,128
-640
| -2% | -$37.4K | 0.14% | 126 |
|
|
2019
Q3 | $1.62M | Sell |
27,768
-5,604
| -17% | -$303K | 0.14% | 118 |
|
|
2019
Q2 | $1.71M | Sell |
33,372
-5,720
| -15% | -$281K | 0.16% | 111 |
|
|
2019
Q1 | $1.89M | Sell |
39,092
-640
| -2% | -$29.3K | 0.18% | 103 |
|
|
2018
Q4 | $1.73M | Sell |
39,732
-14,948
| -27% | -$654K | 0.17% | 102 |
|
|
2018
Q3 | $2.29M | Hold |
54,680
| – | – | 0.19% | 85 |
|
|
2018
Q2 | $2.28M | Sell |
54,680
-117,476
| -68% | -$4.74M | 0.21% | 79 |
|
|
2018
Q1 | $7.03M | Buy |
172,156
+122,056
| +244% | +$4.71M | 0.65% | 27 |
|
|
2017
Q4 | $1.96M | Buy |
50,100
+12,028
| +32% | +$464K | 0.21% | 81 |
|
|
2017
Q3 | $1.4M | Buy |
38,072
+20,568
| +118% | +$753K | 0.19% | 86 |
|
|
2017
Q2 | $613K | Buy |
17,504
+4,704
| +37% | +$161K | 0.12% | 111 |
|
|
2017
Q1 | $411K | Buy |
12,800
+2,924
| +30% | +$91.9K | 0.08% | 142 |
|
|
2016
Q4 | $295K | Buy |
+9,876
| New | +$295K | 0.08% | 136 |
|
|
2016
Q1 | – | Sell |
-249,800
| Closed | -$6.49M | – | 40 |
|
|
2015
Q4 | $6.49M | Hold |
249,800
| – | – | 5.57% | 5 |
|
|
2015
Q3 | $6.09M | Sell |
249,800
-1,392
| -0.6% | -$35.4K | 4.01% | 8 |
|
|
2015
Q2 | $6.16M | Sell |
251,192
-660
| -0.3% | -$16.8K | 4.93% | 6 |
|
|
2015
Q1 | $6.55M | Hold |
251,852
| – | – | 5.1% | 5 |
|
|
2014
Q4 | $6.69M | Sell |
251,852
-6,000
| -2% | -$152K | 5.21% | 4 |
|
|
2014
Q3 | $6.05M | Hold |
257,852
| – | – | 5.5% | 4 |
|
|
2014
Q2 | $6.61M | Sell |
257,852
-62,148
| -19% | -$1.51M | 5.32% | 4 |
|
|
2014
Q1 | $7.65M | Hold |
320,000
| – | – | 6.62% | 4 |
|
|
2013
Q4 | $6.85M | Hold |
320,000
| – | – | 6.28% | 4 |
|
|
2013
Q3 | $6.41M | Hold |
320,000
| – | – | 6.03% | 4 |
|
|
2013
Q2 | $6.52M | Buy |
+320,000
| New | +$6.35M | 5.33% | 5 |
|
Other funds holding NEE
Zeke Capital Advisors's NEE Position: Q4 2022 in Review
Zeke Capital Advisors reduced its NextEra Energy (NEE) stake by 2.8% in Q4 2022, selling an estimated $31K and leaving 13,271 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #131.
Zeke Capital Advisors first reported a position in NEE in Q2 2013 and has held it in 30 quarters since. The position peaked at $7.65M in Q1 2014. 2,471 funds tracked by Wall St. Rank hold NEE as of Q4 2022.
- Zeke Capital Advisors held 13,271 shares of NextEra Energy worth $1.11M as of Q4 2022.
- Zeke Capital Advisors sold 384 NextEra Energy shares in Q4 2022, an estimated $31K.
- NextEra Energy made up 0.07% of Zeke Capital Advisors's portfolio in Q4 2022, its #131 holding.
- Zeke Capital Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 30 quarters since.
- Zeke Capital Advisors's NextEra Energy position peaked at $7.65M in Q1 2014.
- 2,471 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.
Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.