Alta Advisers’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 | $748K | Hold |
10,770
| – | – | 0.27% | 70 |
|
|
2025
Q1 | $763K | Buy |
10,770
+3,900
| +57% | +$276K | 0.33% | 62 |
|
|
2024
Q4 | $493K | Buy |
6,870
+1,370
| +25% | +$98.2K | 0.31% | 63 |
|
|
2024
Q3 | $465K | Hold |
5,500
| – | – | 0.21% | 60 |
|
|
2024
Q2 | $389K | Hold |
5,500
| – | – | 0.19% | 65 |
|
|
2024
Q1 | $352K | Buy |
5,500
+400
| +8% | +$25.6K | 0.17% | 70 |
|
|
2023
Q4 | $310K | Hold |
5,100
| – | – | 0.17% | 73 |
|
|
2023
Q3 | $292K | Hold |
5,100
| – | – | 0.17% | 70 |
|
|
2023
Q2 | $378K | Hold |
5,100
| – | – | 0.21% | 51 |
|
|
2023
Q1 | $393K | Hold |
5,100
| – | – | 0.23% | 49 |
|
|
2022
Q4 | $426K | Hold |
5,100
| – | – | 0.26% | 42 |
|
|
2022
Q3 | $400K | Buy |
+5,100
| New | +$400K | 0.25% | 41 |
|