Avalon Trust’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 | $552K | Sell |
7,954
-16,709
| -68% | -$1.16M | 0.04% | 90 |
|
|
2025
Q1 | $1.75M | Sell |
24,663
-1,891
| -7% | -$134K | 0.14% | 57 |
|
|
2024
Q4 | $1.9M | Hold |
26,554
| – | – | 0.14% | 58 |
|
|
2024
Q3 | $2.24M | Sell |
26,554
-1,000
| -4% | -$84.5K | 0.17% | 52 |
|
|
2024
Q2 | $1.95M | Hold |
27,554
| – | – | 0.15% | 55 |
|
|
2024
Q1 | $1.76M | Hold |
27,554
| – | – | 0.14% | 59 |
|
|
2023
Q4 | $1.67M | Buy |
27,554
+100
| +0.4% | +$6.07K | 0.15% | 56 |
|
|
2023
Q3 | $1.57M | Sell |
27,454
-230
| -0.8% | -$13.2K | 0.16% | 56 |
|
|
2023
Q2 | $2.05M | Hold |
27,684
| – | – | 0.19% | 56 |
|
|
2023
Q1 | $2.13M | Buy |
+27,684
| New | +$2.13M | 0.21% | 53 |
|