American Trust Investment Advisors’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 | $412K | Hold |
5,939
| – | – | 0.21% | 53 |
|
|
2025
Q1 | $421K | Hold |
5,939
| – | – | 0.18% | 80 |
|
|
2024
Q4 | $426K | Hold |
5,939
| – | – | 0.17% | 82 |
|
|
2024
Q3 | $502K | Sell |
5,939
-193
| -3% | -$16.3K | 0.21% | 77 |
|
|
2024
Q2 | $434K | Hold |
6,132
| – | – | 0.21% | 59 |
|
|
2024
Q1 | $392K | Hold |
6,132
| – | – | 0.19% | 64 |
|
|
2023
Q4 | $372K | Buy |
+6,132
| New | +$372K | 0.19% | 64 |
|