FRM
Fox Run Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
+29,619
| New | +$2.06M | 0.34% | 22 |
|
|
2024
Q3 | – | Sell |
-14,622
| Closed | -$1.04M | – | 1003 |
|
|
2024
Q2 | $1.04M | Buy |
+14,622
| New | +$1.04M | 0.19% | 171 |
|
|
2024
Q1 | – | Sell |
-6,183
| Closed | -$376K | – | 971 |
|
|
2023
Q4 | $376K | Sell |
6,183
-16,811
| -73% | -$1.02M | 0.1% | 418 |
|
|
2023
Q3 | $1.32M | Buy |
22,994
+11,234
| +96% | +$644K | 0.39% | 21 |
|
|
2023
Q2 | $873K | Buy |
11,760
+9,083
| +339% | +$674K | 0.25% | 113 |
|
|
2023
Q1 | $206K | Buy |
+2,677
| New | +$206K | 0.07% | 526 |
|
|
2022
Q3 | – | Sell |
-8,350
| Closed | -$647K | – | 758 |
|
|
2022
Q2 | $647K | Buy |
8,350
+2,643
| +46% | +$205K | 0.32% | 56 |
|
|
2022
Q1 | $483K | Buy |
5,707
+158
| +3% | +$13.4K | 0.27% | 105 |
|
|
2021
Q4 | $518K | Sell |
5,549
-399
| -7% | -$37.2K | 0.31% | 77 |
|
|
2021
Q3 | $467K | Buy |
5,948
+93
| +2% | +$7.3K | 0.29% | 97 |
|
|
2021
Q2 | $429K | Buy |
+5,855
| New | +$429K | 0.39% | 81 |
|
|
2018
Q1 | – | Sell |
-5,764
| Closed | -$900K | – | 856 |
|
|
2017
Q4 | $900K | Buy |
+5,764
| New | +$900K | 0.26% | 85 |
|
|
2017
Q3 | – | Sell |
-9,200
| Closed | -$1.29M | – | 807 |
|
|
2017
Q2 | $1.29M | Buy |
+9,200
| New | +$1.29M | 0.45% | 13 |
|
|
2017
Q1 | – | Sell |
-4,000
| Closed | -$478K | – | 695 |
|
|
2016
Q4 | $478K | Buy |
+4,000
| New | +$478K | 0.25% | 135 |
|