ACG
Aventail Capital Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54M | Buy |
778,222
+194,652
| +33% | +$13.5M | 2.38% | 12 |
|
|
2025
Q1 | $41.4M | Buy |
583,570
+83,570
| +17% | +$5.92M | 2.04% | 16 |
|
|
2024
Q4 | $35.8M | Sell |
500,000
-47,042
| -9% | -$3.37M | 1.84% | 21 |
|
|
2024
Q3 | $46.2M | Buy |
547,042
+124,247
| +29% | +$10.5M | 2.72% | 12 |
|
|
2024
Q2 | $29.9M | Buy |
422,795
+338,795
| +403% | +$24M | 2.09% | 16 |
|
|
2024
Q1 | $5.37M | Buy |
+84,000
| New | +$5.37M | 0.41% | 47 |
|
|
2023
Q1 | – | Sell |
-20,000
| Closed | -$1.67M | – | 63 |
|
|
2022
Q4 | $1.67M | Sell |
20,000
-278,641
| -93% | -$23.3M | 0.2% | 39 |
|
|
2022
Q3 | $23.4M | Buy |
+298,641
| New | +$23.4M | 1.79% | 19 |
|
|
2021
Q1 | – | Sell |
-203,000
| Closed | -$15.7M | – | 65 |
|
|
2020
Q4 | $15.7M | Buy |
+203,000
| New | +$15.7M | 8.15% | 1 |
|