Aspen Grove Capital’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 | $435K | Buy |
6,270
+874
| +16% | +$60.7K | 0.07% | 127 |
|
|
2025
Q1 | $383K | Buy |
5,396
+333
| +7% | +$23.6K | 0.07% | 137 |
|
|
2024
Q4 | $363K | Buy |
5,063
+2
| +0% | +$143 | 0.08% | 127 |
|
|
2024
Q3 | $428K | Hold |
5,061
| – | – | 0.09% | 117 |
|
|
2024
Q2 | $358K | Buy |
5,061
+40
| +0.8% | +$2.83K | 0.08% | 129 |
|
|
2024
Q1 | $321K | Buy |
5,021
+481
| +11% | +$30.7K | 0.09% | 135 |
|
|
2023
Q4 | $258K | Sell |
4,540
-846
| -16% | -$48.1K | 0.08% | 140 |
|
|
2023
Q3 | $309K | Sell |
5,386
-1,142
| -17% | -$65.4K | 0.11% | 116 |
|
|
2023
Q2 | $484K | Buy |
6,528
+3,382
| +108% | +$251K | 0.16% | 115 |
|
|
2023
Q1 | $242K | Sell |
3,146
-1,576
| -33% | -$121K | 0.11% | 124 |
|
|
2022
Q4 | $395K | Buy |
+4,722
| New | +$395K | 0.18% | 92 |
|