AMAL
Asset Management Advisors LLC’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.08M | Hold |
116,366
| – | – | 5.43% | 5 |
|
|
2025
Q1 | $8.25M | Buy |
116,366
+1,050
| +0.9% | +$74.4K | 5.62% | 5 |
|
|
2024
Q4 | $8.27M | Buy |
115,316
+1,490
| +1% | +$107K | 6.02% | 6 |
|
|
2024
Q3 | $9.62M | Sell |
113,826
-168
| -0.1% | -$14.2K | 6.72% | 4 |
|
|
2024
Q2 | $8.07M | Buy |
113,994
+1,039
| +0.9% | +$73.6K | 6.16% | 3 |
|
|
2024
Q1 | $7.22M | Buy |
112,955
+58,595
| +108% | +$3.74M | 5.61% | 5 |
|
|
2023
Q4 | $3.3M | Buy |
+54,360
| New | +$3.3M | 2.72% | 15 |
|