EFMC
Empire Financial Management Company’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,719
| Closed | -$476K | – | 205 |
|
|
2025
Q1 | $476K | Sell |
6,719
-28,367
| -81% | -$2.01M | 0.15% | 145 |
|
|
2024
Q4 | $2.52M | Buy |
35,086
+2,024
| +6% | +$145K | 0.78% | 36 |
|
|
2024
Q3 | $2.79M | Buy |
33,062
+1,293
| +4% | +$109K | 0.86% | 35 |
|
|
2024
Q2 | $2.25M | Buy |
31,769
+889
| +3% | +$63K | 0.74% | 40 |
|
|
2024
Q1 | $1.97M | Buy |
30,880
+6,774
| +28% | +$433K | 0.65% | 50 |
|
|
2023
Q4 | $1.46M | Buy |
24,106
+1,652
| +7% | +$100K | 0.57% | 56 |
|
|
2023
Q3 | $1.29M | Buy |
22,454
+455
| +2% | +$26.1K | 0.56% | 55 |
|
|
2023
Q2 | $1.63M | Buy |
21,999
+1,823
| +9% | +$135K | 0.65% | 50 |
|
|
2023
Q1 | $1.56M | Buy |
+20,176
| New | +$1.56M | 0.63% | 52 |
|