Annis Gardner Whiting Capital 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 | $259K | Sell |
3,737
-161
| -4% | -$11.2K | 0.09% | 190 |
|
|
2025
Q1 | $276K | Buy |
3,898
+57
| +1% | +$4.04K | 0.12% | 159 |
|
|
2024
Q4 | $275K | Sell |
3,841
-69
| -2% | -$4.95K | 0.08% | 185 |
|
|
2024
Q3 | $331K | Sell |
3,910
-830
| -18% | -$70.2K | 0.09% | 170 |
|
|
2024
Q2 | $336K | Sell |
4,740
-139
| -3% | -$9.84K | 0.1% | 172 |
|
|
2024
Q1 | $312K | Buy |
4,879
+1,045
| +27% | +$66.8K | 0.11% | 144 |
|
|
2023
Q4 | $233K | Buy |
3,834
+912
| +31% | +$55.4K | 0.1% | 141 |
|
|
2023
Q3 | $167K | Buy |
+2,922
| New | +$167K | 0.09% | 156 |
|