Elefante Mark B’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 | $1.02M | Buy |
14,751
+10
| +0.1% | +$694 | 0.77% | 32 |
|
2025
Q1 | $1.04M | Buy |
14,741
+265
| +2% | +$18.8K | 0.83% | 30 |
|
2024
Q4 | $1.04M | Buy |
+14,476
| New | +$1.04M | 0.95% | 31 |
|
2020
Q2 | $392K | Sell |
6,528
-300
| -4% | -$18K | 1.32% | 31 |
|
2020
Q1 | $411K | Buy |
6,828
+360
| +6% | +$21.7K | 1.79% | 28 |
|
2019
Q4 | $391K | Buy |
6,468
+2,660
| +70% | +$161K | 1.42% | 30 |
|
2019
Q3 | $222K | Buy |
+3,808
| New | +$222K | 0.87% | 41 |
|
2018
Q1 | – | Sell |
-5,572
| Closed | -$218K | – | 40 |
|
2017
Q4 | $218K | Buy |
+5,572
| New | +$218K | 1.04% | 36 |
|