AM Investment Strategies’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 | $211K | Buy |
3,052
+11
| +0.4% | +$760 | 0.05% | 99 |
|
|
2025
Q1 | $216K | Hold |
3,041
| – | – | 0.05% | 97 |
|
|
2024
Q4 | $218K | Sell |
3,041
-201
| -6% | -$14.4K | 0.05% | 95 |
|
|
2024
Q3 | $274K | Buy |
3,242
+93
| +3% | +$7.86K | 0.07% | 82 |
|
|
2024
Q2 | $223K | Buy |
+3,149
| New | +$223K | 0.06% | 96 |
|
|
2023
Q3 | – | Sell |
-3,071
| Closed | -$228K | – | 96 |
|
|
2023
Q2 | $228K | Buy |
+3,071
| New | +$228K | 0.07% | 86 |
|