AHL Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
34,500
+23,753
| +221% | +$1.65M | 1.6% | 24 |
|
|
2025
Q1 | $762K | Buy |
10,747
+1,382
| +15% | +$98K | 0.53% | 41 |
|
|
2024
Q4 | $671K | Hold |
9,365
| – | – | 0.47% | 44 |
|
|
2024
Q3 | $792K | Hold |
9,365
| – | – | 0.55% | 43 |
|
|
2024
Q2 | $663K | Sell |
9,365
-905
| -9% | -$64.1K | 0.49% | 43 |
|
|
2024
Q1 | $656K | Hold |
10,270
| – | – | 0.5% | 41 |
|
|
2023
Q4 | $624K | Buy |
10,270
+390
| +4% | +$23.7K | 0.51% | 41 |
|
|
2023
Q3 | $566K | Buy |
9,880
+3,670
| +59% | +$210K | 0.5% | 41 |
|
|
2023
Q2 | $461K | Hold |
6,210
| – | – | 0.41% | 43 |
|
|
2023
Q1 | $479K | Hold |
6,210
| – | – | 0.44% | 46 |
|
|
2022
Q4 | $519K | Buy |
6,210
+1,798
| +41% | +$150K | 0.48% | 42 |
|
|
2022
Q3 | $346K | Hold |
4,412
| – | – | 0.36% | 44 |
|
|
2022
Q2 | $342K | Hold |
4,412
| – | – | 0.34% | 45 |
|
|
2022
Q1 | $374K | Buy |
4,412
+3,200
| +264% | +$271K | 0.34% | 45 |
|
|
2021
Q4 | $113K | Buy |
+1,212
| New | +$113K | 0.1% | 76 |
|