Hennessy Advisors Inc’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$496K Sell
2025
Q2
$734K Hold
2025
Q1
$749K Buy
2024
Q4
$614K Hold
2024
Q3
$724K Sell
2024
Q2
$748K Sell
2024
Q1
$739K Sell
2023
Q4
$764K Hold
2023
Q3
$720K Buy
2023
Q2
$354K Hold
2023
Q1
$368K Hold
2022
Q4
$399K Hold
2022
Q3
$374K Hold
2022
Q2
$369K Hold
2022
Q1
$404K Buy