Ategra Capital 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
Q1 | – | Sell |
-24,420
| Closed | -$1.75M | – | 20 |
|
|
2024
Q4 | $1.75M | Buy |
24,420
+10,200
| +72% | +$731K | 1.16% | 15 |
|
|
2024
Q3 | $1.2M | Hold |
14,220
| – | – | 0.85% | 17 |
|
|
2024
Q2 | $1.01M | Sell |
14,220
-15,070
| -51% | -$1.07M | 0.84% | 17 |
|
|
2024
Q1 | $1.87M | Buy |
29,290
+765
| +3% | +$48.9K | 0.85% | 26 |
|
|
2023
Q4 | $1.73M | Buy |
+28,525
| New | +$1.73M | 0.76% | 31 |
|