Carmel Capital Partners’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 | $1.97M | Buy |
28,330
+24,609
| +661% | +$1.71M | 0.69% | 45 |
|
|
2025
Q1 | $264K | Buy |
3,721
+19
| +0.5% | +$1.35K | 0.1% | 129 |
|
|
2024
Q4 | $265K | Buy |
3,702
+22
| +0.6% | +$1.58K | 0.11% | 123 |
|
|
2024
Q3 | $311K | Buy |
3,680
+344
| +10% | +$29.1K | 0.12% | 121 |
|
|
2024
Q2 | $236K | Buy |
+3,336
| New | +$236K | 0.1% | 137 |
|
|
2023
Q4 | – | Sell |
-3,080
| Closed | -$176K | – | 495 |
|
|
2023
Q3 | $176K | Buy |
3,080
+281
| +10% | +$16.1K | 0.08% | 159 |
|
|
2023
Q2 | $208K | Buy |
2,799
+274
| +11% | +$20.3K | 0.11% | 115 |
|
|
2023
Q1 | $195K | Buy |
+2,525
| New | +$195K | 0.12% | 131 |
|