FWL Investment Management’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 | $91.6K | Hold |
1,320
| – | – | 0.03% | 123 |
|
|
2025
Q1 | $93.6K | Sell |
1,320
-56
| -4% | -$3.97K | 0.03% | 117 |
|
|
2024
Q4 | $98.6K | Hold |
1,376
| – | – | 0.04% | 113 |
|
|
2024
Q3 | $116K | Buy |
+1,376
| New | +$116K | 0.04% | 89 |
|
|
2024
Q2 | – | Sell |
-15
| Closed | -$959 | – | 265 |
|
|
2024
Q1 | $959 | Sell |
15
-24
| -62% | -$1.53K | ﹤0.01% | 216 |
|
|
2023
Q4 | $2.37K | Buy |
+39
| New | +$2.37K | ﹤0.01% | 212 |
|
|
2023
Q2 | – | Sell |
-78,653
| Closed | -$6.06M | – | 70 |
|
|
2023
Q1 | $6.06M | Buy |
78,653
+16,153
| +26% | +$1.25M | 4.47% | 11 |
|
|
2022
Q4 | $5.23M | Buy |
62,500
+5,768
| +10% | +$482K | 3.96% | 12 |
|
|
2022
Q3 | $4.45M | Buy |
56,732
+16,556
| +41% | +$1.3M | 3.93% | 11 |
|
|
2022
Q2 | $3.11M | Sell |
40,176
-31,294
| -44% | -$2.42M | 2.26% | 23 |
|
|
2022
Q1 | $6.05M | Buy |
71,470
+20,847
| +41% | +$1.77M | 3.74% | 12 |
|
|
2021
Q4 | $4.73M | Buy |
50,623
+1,445
| +3% | +$135K | 2.89% | 16 |
|
|
2021
Q3 | $3.86M | Buy |
49,178
+1,311
| +3% | +$103K | 2.43% | 18 |
|
|
2021
Q2 | $3.51M | Buy |
47,867
+2,300
| +5% | +$169K | 2.13% | 21 |
|
|
2021
Q1 | $3.45M | Buy |
45,567
+7,221
| +19% | +$546K | 2.32% | 20 |
|
|
2020
Q4 | $2.96M | Buy |
+38,346
| New | +$2.96M | 2.27% | 20 |
|