Hennessy Advisors Inc’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Hold |
10,570
| – | – | 0.02% | 262 |
|
|
2025
Q1 | $749K | Buy |
10,570
+2,000
| +23% | +$142K | 0.02% | 266 |
|
|
2024
Q4 | $614K | Hold |
8,570
| – | – | 0.02% | 282 |
|
|
2024
Q3 | $724K | Sell |
8,570
-2,000
| -19% | -$169K | 0.02% | 273 |
|
|
2024
Q2 | $748K | Sell |
10,570
-1,000
| -9% | -$70.8K | 0.03% | 269 |
|
|
2024
Q1 | $739K | Sell |
11,570
-1,000
| -8% | -$63.9K | 0.03% | 266 |
|
|
2023
Q4 | $764K | Hold |
12,570
| – | – | 0.04% | 266 |
|
|
2023
Q3 | $720K | Buy |
12,570
+7,800
| +164% | +$447K | 0.05% | 209 |
|
|
2023
Q2 | $354K | Hold |
4,770
| – | – | 0.03% | 222 |
|
|
2023
Q1 | $368K | Hold |
4,770
| – | – | 0.03% | 225 |
|
|
2022
Q4 | $399K | Hold |
4,770
| – | – | 0.03% | 258 |
|
|
2022
Q3 | $374K | Hold |
4,770
| – | – | 0.03% | 266 |
|
|
2022
Q2 | $369K | Hold |
4,770
| – | – | 0.02% | 276 |
|
|
2022
Q1 | $404K | Buy |
+4,770
| New | +$404K | 0.02% | 287 |
|