Capital Management Associates (New York)’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 | $764K | Hold |
11,000
| – | – | 1.25% | 36 |
|
|
2025
Q1 | $780K | Hold |
11,000
| – | – | 1.52% | 32 |
|
|
2024
Q4 | $789K | Hold |
11,000
| – | – | 0.93% | 40 |
|
|
2024
Q3 | $930K | Buy |
+11,000
| New | +$930K | 1.04% | 38 |
|
|
2024
Q1 | – | Sell |
-7,500
| Closed | -$456K | – | 81 |
|
|
2023
Q4 | $456K | Hold |
7,500
| – | – | 0.58% | 66 |
|
|
2023
Q3 | $430K | Buy |
+7,500
| New | +$430K | 0.63% | 60 |
|
|
2023
Q1 | – | Sell |
-17,100
| Closed | -$1.43M | – | 98 |
|
|
2022
Q4 | $1.43M | Hold |
17,100
| – | – | 2.12% | 15 |
|
|
2022
Q3 | $1.34M | Buy |
17,100
+4,000
| +31% | +$314K | 1.95% | 16 |
|
|
2022
Q2 | $1.01M | Buy |
+13,100
| New | +$1.01M | 1.49% | 27 |
|