Aventail Capital Group’s NextEra Energy NEE Stock Holding History

Aventail Capital Group’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$54M	Buy
2025 Q1	$41.4M	Buy
2024 Q4	$35.8M	Sell
2024 Q3	$46.2M	Buy
2024 Q2	$29.9M	Buy
2024 Q1	$5.37M	Buy
2023 Q1	–	Sell
2022 Q4	$1.67M	Sell
2022 Q3	$23.4M	Buy
2021 Q1	–	Sell
2020 Q4	$15.7M	Buy