Avity 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 | $35.2M | Buy |
506,515
+8,565
| +2% | +$595K | 2.61% | 18 |
|
|
2025
Q1 | $35.3M | Buy |
497,950
+54,517
| +12% | +$3.86M | 2.85% | 17 |
|
|
2024
Q4 | $31.8M | Sell |
443,433
-63,834
| -13% | -$4.58M | 2.49% | 20 |
|
|
2024
Q3 | $42.9M | Buy |
507,267
+401,397
| +379% | +$33.9M | 3.34% | 13 |
|
|
2024
Q2 | $7.5M | Buy |
105,870
+86,042
| +434% | +$6.09M | 0.6% | 34 |
|
|
2024
Q1 | $1.27M | Buy |
19,828
+776
| +4% | +$49.6K | 0.1% | 49 |
|
|
2023
Q4 | $1.16M | Buy |
+19,052
| New | +$1.16M | 0.1% | 47 |
|
|
2022
Q3 | – | Sell |
-3,370
| Closed | -$261K | – | 84 |
|
|
2022
Q2 | $261K | Hold |
3,370
| – | – | 0.03% | 74 |
|
|
2022
Q1 | $285K | Buy |
3,370
+304
| +10% | +$25.7K | 0.03% | 75 |
|
|
2021
Q4 | $286K | Buy |
3,066
+98
| +3% | +$9.14K | 0.02% | 73 |
|
|
2021
Q3 | $233K | Sell |
2,968
-120
| -4% | -$9.42K | 0.02% | 79 |
|
|
2021
Q2 | $226K | Buy |
3,088
+20
| +0.7% | +$1.46K | 0.02% | 79 |
|
|
2021
Q1 | $232K | Sell |
3,068
-100
| -3% | -$7.56K | 0.02% | 78 |
|
|
2020
Q4 | $244K | Sell |
3,168
-20
| -0.6% | -$1.54K | 0.02% | 74 |
|
|
2020
Q3 | $221K | Sell |
3,188
-144
| -4% | -$9.98K | 0.02% | 64 |
|
|
2020
Q2 | $200K | Buy |
+3,332
| New | +$200K | 0.02% | 66 |
|