Athena Investment 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
Q2 | $402K | Hold |
5,788
| – | – | 0.22% | 103 |
|
|
2025
Q1 | $410K | Sell |
5,788
-170
| -3% | -$12.1K | 0.25% | 96 |
|
|
2024
Q4 | $427K | Hold |
5,958
| – | – | 0.25% | 97 |
|
|
2024
Q3 | $504K | Hold |
5,958
| – | – | 0.29% | 80 |
|
|
2024
Q2 | $422K | Hold |
5,958
| – | – | 0.26% | 92 |
|
|
2024
Q1 | $381K | Buy |
5,958
+150
| +3% | +$9.59K | 0.23% | 105 |
|
|
2023
Q4 | $353K | Buy |
5,808
+495
| +9% | +$30.1K | 0.23% | 100 |
|
|
2023
Q3 | $304K | Hold |
5,313
| – | – | 0.22% | 104 |
|
|
2023
Q2 | $394K | Hold |
5,313
| – | – | 0.27% | 88 |
|
|
2023
Q1 | $410K | Hold |
5,313
| – | – | 0.29% | 80 |
|
|
2022
Q4 | $444K | Buy |
5,313
+438
| +9% | +$36.6K | 0.33% | 71 |
|
|
2022
Q3 | $382K | Sell |
4,875
-288
| -6% | -$22.6K | 0.32% | 77 |
|
|
2022
Q2 | $400K | Hold |
5,163
| – | – | 0.32% | 78 |
|
|
2022
Q1 | $440K | Buy |
+5,163
| New | +$440K | 0.34% | 66 |
|