ACM
Academy Capital Management’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $487K | Sell |
7,016
-2,192
| -24% | -$152K | 0.07% | 29 |
|
2025
Q1 | $653K | Sell |
9,208
-440
| -5% | -$31.2K | 0.11% | 24 |
|
2024
Q4 | $692K | Hold |
9,648
| – | – | 0.11% | 25 |
|
2024
Q3 | $816K | Hold |
9,648
| – | – | 0.14% | 23 |
|
2024
Q2 | $683K | Sell |
9,648
-123
| -1% | -$8.71K | 0.12% | 23 |
|
2024
Q1 | $624K | Buy |
9,771
+123
| +1% | +$7.86K | 0.12% | 23 |
|
2023
Q4 | $586K | Hold |
9,648
| – | – | 0.12% | 25 |
|
2023
Q3 | $553K | Hold |
9,648
| – | – | 0.12% | 24 |
|
2023
Q2 | $716K | Hold |
9,648
| – | – | 0.14% | 25 |
|
2023
Q1 | $744K | Hold |
9,648
| – | – | 0.16% | 25 |
|
2022
Q4 | $807K | Hold |
9,648
| – | – | 0.17% | 25 |
|
2022
Q3 | $756K | Hold |
9,648
| – | – | 0.16% | 25 |
|
2022
Q2 | $747K | Buy |
+9,648
| New | +$747K | 0.14% | 27 |
|