FAM
Formidable Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5M | Sell |
63,469
-137
| -0.2% | -$9.71K | 0.75% | 22 |
|
|
2025
Q1 | $4.51M | Buy |
63,606
+325
| +0.5% | +$23K | 0.75% | 22 |
|
|
2024
Q4 | $4.54M | Buy |
63,281
+151
| +0.2% | +$10.8K | 0.75% | 21 |
|
|
2024
Q3 | $5.34M | Sell |
63,130
-1,809
| -3% | -$153K | 0.85% | 19 |
|
|
2024
Q2 | $4.6M | Sell |
64,939
-1,273
| -2% | -$90.1K | 0.74% | 21 |
|
|
2024
Q1 | $4.23M | Buy |
66,212
+55,941
| +545% | +$3.58M | 0.69% | 25 |
|
|
2023
Q4 | $624K | Buy |
10,271
+2,178
| +27% | +$132K | 0.13% | 150 |
|
|
2023
Q3 | $464K | Hold |
8,093
| – | – | 0.1% | 177 |
|
|
2023
Q2 | $601K | Hold |
8,093
| – | – | 0.13% | 150 |
|
|
2023
Q1 | $621K | Hold |
8,093
| – | – | 0.13% | 152 |
|
|
2022
Q4 | $677K | Hold |
8,093
| – | – | 0.15% | 126 |
|
|
2022
Q3 | $614K | Buy |
8,093
+129
| +2% | +$9.79K | 0.14% | 128 |
|
|
2022
Q2 | $619K | Sell |
7,964
-622
| -7% | -$48.3K | 0.14% | 135 |
|
|
2022
Q1 | $727K | Sell |
8,586
-727
| -8% | -$61.6K | 0.14% | 131 |
|
|
2021
Q4 | $854K | Hold |
9,313
| – | – | 0.16% | 119 |
|
|
2021
Q3 | $731K | Buy |
+9,313
| New | +$731K | 0.14% | 146 |
|
|
2021
Q2 | – | Sell |
-9,349
| Closed | -$706K | – | 330 |
|
|
2021
Q1 | $706K | Buy |
9,349
+445
| +5% | +$33.6K | 0.15% | 131 |
|
|
2020
Q4 | $669K | Buy |
8,904
+6,676
| +300% | +$502K | 0.16% | 121 |
|
|
2020
Q3 | $627K | Sell |
2,228
-226
| -9% | -$63.6K | 0.18% | 109 |
|
|
2020
Q2 | $635K | Buy |
2,454
+135
| +6% | +$34.9K | 0.19% | 107 |
|
|
2020
Q1 | $562K | Hold |
2,319
| – | – | 0.22% | 91 |
|
|
2019
Q4 | $593K | Hold |
2,319
| – | – | 0.19% | 108 |
|
|
2019
Q3 | $531K | Buy |
2,319
+72
| +3% | +$16.5K | 0.49% | 36 |
|
|
2019
Q2 | $467K | Sell |
2,247
-1,807
| -45% | -$376K | 0.16% | 122 |
|
|
2019
Q1 | $215K | Buy |
+4,054
| New | +$215K | 0.08% | 160 |
|
|
2017
Q4 | – | Sell |
-1,527
| Closed | -$224K | – | 168 |
|
|
2017
Q3 | $224K | Hold |
1,527
| – | – | 0.09% | 176 |
|
|
2017
Q2 | $214K | Sell |
1,527
-76
| -5% | -$10.7K | 0.11% | 155 |
|
|
2017
Q1 | $216K | Buy |
+1,603
| New | +$216K | 0.09% | 171 |
|
|
2016
Q2 | – | Sell |
-1,061
| Closed | -$121K | – | 328 |
|
|
2016
Q1 | $121K | Buy |
1,061
+50
| +5% | +$5.7K | 0.09% | 145 |
|
|
2015
Q4 | $105K | Buy |
1,011
+64
| +7% | +$6.65K | 0.07% | 166 |
|
|
2015
Q3 | $92K | Buy |
947
+132
| +16% | +$12.8K | 0.06% | 174 |
|
|
2015
Q2 | $80K | Hold |
815
| – | – | 0.05% | 173 |
|
|
2015
Q1 | $81K | Sell |
815
-330
| -29% | -$32.8K | 0.05% | 167 |
|
|
2014
Q4 | $122K | Hold |
1,145
| – | – | 0.08% | 137 |
|
|
2014
Q3 | $115K | Buy |
1,145
+45
| +4% | +$4.52K | 0.08% | 140 |
|
|
2014
Q2 | $113K | Hold |
1,100
| – | – | 0.07% | 158 |
|
|
2014
Q1 | $107K | Hold |
1,100
| – | – | 0.07% | 139 |
|
|
2013
Q4 | $100K | Hold |
1,100
| – | – | 0.07% | 153 |
|
|
2013
Q3 | $88K | Buy |
+1,100
| New | +$88K | 0.08% | 139 |
|