Avity 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 | $35.2M | Buy |
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|
2025
Q1 | $35.3M | Buy |
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|
2024
Q4 | $31.8M | Sell |
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|
2024
Q3 | $42.9M | Buy |
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|
2024
Q2 | $7.5M | Buy |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $1.16M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $261K | Hold |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $286K | Buy |
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|
2021
Q3 | $233K | Sell |
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|
2021
Q2 | $226K | Buy |
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|
2021
Q1 | $232K | Sell |
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|
2020
Q4 | $244K | Sell |
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|
2020
Q3 | $221K | Sell |
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|
2020
Q2 | $200K | Buy |
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