FAM
Fulcrum 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 | $1.17M | Buy |
+16,903
| New | +$1.17M | 0.9% | 34 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 131 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 17 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 84 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 85 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 191 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 76 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 13 |
|
|
2020
Q3 | – | Sell |
-17,178
| Closed | -$4.41M | – | 15 |
|
|
2020
Q2 | $4.41M | Buy |
+17,178
| New | +$4.41M | 1.48% | 13 |
|