Davis Capital 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
Q1 | $113K | Hold |
1,599
| – | – | 0.09% | 94 |
|
|
2024
Q4 | $115K | Hold |
1,599
| – | – | 0.09% | 95 |
|
|
2024
Q3 | $135K | Hold |
1,599
| – | – | 0.11% | 87 |
|
|
2024
Q2 | $112K | Sell |
1,599
-528
| -25% | -$36.9K | 0.1% | 94 |
|
|
2024
Q1 | $135K | Hold |
2,127
| – | – | 0.12% | 83 |
|
|
2023
Q4 | $129K | Buy |
+2,127
| New | +$129K | 0.12% | 82 |
|
|
2020
Q2 | $125K | Hold |
2,080
| – | – | 0.23% | 69 |
|
|
2020
Q1 | $125K | Buy |
+2,080
| New | +$125K | 0.27% | 63 |
|