SEC 13F Intelligence

Hoylecohen, LLC / NEE

Hoylecohen, LLC’s Nextera Energy Inc Position

Does Hoylecohen, LLC own Nextera Energy Inc (NEE)? Yes186.6K shares worth $13M (+1.00% of its 13F portfolio) as of Q2 2024, up from 185.9K shares the prior filed quarter.

Position Value
$13M
Q2 2024
Shares
186.6K
% of Portfolio
+1.00%
Quarters Held
23
currently held

Position History NEE

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $11MQ2 ’19: $11MQ3 ’19: $12MQ3 ’19Q4 ’19: $12MQ1 ’20: $12MQ2 ’20: $12MQ2 ’20Q3 ’20: $13MQ4 ’20: $15MQ1 ’21: $14MQ1 ’21Q2 ’21: $14MQ3 ’21: $14MQ4 ’21: $17MQ4 ’21Q1 ’22: $16MQ2 ’22: $14MQ3 ’22: $15MQ3 ’22Q4 ’22: $15MQ1 ’23: $14MQ2 ’23: $14MQ2 ’23Q3 ’23: $10MQ4 ’23: $11MQ1 ’24: $12MQ1 ’24Q2 ’24: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2024186.6K$13M+1.00%
Q1 2024185.9K$12M+0.91%
Q4 2023183.6K$11M+0.91%
Q3 2023180.9K$10M+0.96%
Q2 2023183.5K$14M+1.20%
Q1 2023185.2K$14M+1.33%
Q4 2022184.1K$15M+1.53%
Q3 2022185.5K$15M+1.59%
Q2 2022185.8K$14M+1.50%
Q1 2022184.3K$16M+1.34%
Q4 2021183.9K$17M+1.43%
Q3 2021182.9K$14M+1.36%
Q2 2021185.5K$14M+1.06%
Q1 2021185.2K$14M+1.42%
Q4 2020188.1K$15M+1.67%
Q3 202046.5K$13M+1.90%
Q2 202047.9K$12M+1.92%
Q1 202049.0K$12M+2.35%
Q4 201950.3K$12M+1.94%
Q3 201951.6K$12M+2.05%
Q2 201954.8K$11M+1.95%
Q1 201956.3K$11M+1.92%
Q4 201857.6K$10M+2.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hoylecohen, LLC’s full portfolio or all institutional holders of NEE.