Athena Investment Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Hold |
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|
2025
Q1 | $410K | Sell |
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|
2024
Q4 | $427K | Hold |
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|
2024
Q3 | $504K | Hold |
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|
2024
Q2 | $422K | Hold |
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|
2024
Q1 | $381K | Buy |
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|
2023
Q4 | $353K | Buy |
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|
2023
Q3 | $304K | Hold |
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|
2023
Q2 | $394K | Hold |
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|
2023
Q1 | $410K | Hold |
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|
2022
Q4 | $444K | Buy |
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|
2022
Q3 | $382K | Sell |
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|
2022
Q2 | $400K | Hold |
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|
2022
Q1 | $440K | Buy |
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