American Assets 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 | $3.47M | Hold |
50,000
| – | – | 0.28% | 93 |
|
2025
Q1 | $3.54M | Hold |
50,000
| – | – | 0.31% | 89 |
|
2024
Q4 | $3.58M | Hold |
50,000
| – | – | 0.29% | 86 |
|
2024
Q3 | $4.23M | Hold |
50,000
| – | – | 0.37% | 82 |
|
2024
Q2 | $3.54M | Hold |
50,000
| – | – | 0.33% | 88 |
|
2024
Q1 | $3.2M | Hold |
50,000
| – | – | 0.3% | 93 |
|
2023
Q4 | $3.04M | Hold |
50,000
| – | – | 0.31% | 92 |
|
2023
Q3 | $2.86M | Hold |
50,000
| – | – | 0.32% | 92 |
|
2023
Q2 | $3.71M | Hold |
50,000
| – | – | 0.41% | 76 |
|
2023
Q1 | $3.85M | Hold |
50,000
| – | – | 0.44% | 75 |
|
2022
Q4 | $4.18M | Hold |
50,000
| – | – | 0.48% | 66 |
|
2022
Q3 | $3.92M | Hold |
50,000
| – | – | 0.51% | 63 |
|
2022
Q2 | $3.87M | Hold |
50,000
| – | – | 0.48% | 65 |
|
2022
Q1 | $4.24M | Hold |
50,000
| – | – | 0.45% | 70 |
|
2021
Q4 | $4.67M | Buy |
50,000
+35,000
| +233% | +$3.27M | 0.5% | 67 |
|
2021
Q3 | $1.18M | Buy |
+15,000
| New | +$1.18M | 0.15% | 128 |
|