IMS Capital 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
Q1 | – | Sell |
-13,743
| Closed | -$985K | – | 141 |
|
|
2024
Q4 | $985K | Hold |
13,743
| – | – | 0.46% | 59 |
|
|
2024
Q3 | $1.16M | Buy |
13,743
+1
| +0% | +$85 | 0.52% | 50 |
|
|
2024
Q2 | $1.09M | Hold |
13,742
| – | – | 0.51% | 53 |
|
|
2024
Q1 | $878K | Buy |
13,742
+226
| +2% | +$14.4K | 0.41% | 65 |
|
|
2023
Q4 | $821K | Buy |
+13,516
| New | +$821K | 0.4% | 64 |
|
|
2020
Q2 | – | Sell |
-4,960
| Closed | -$298K | – | 130 |
|
|
2020
Q1 | $298K | Buy |
+4,960
| New | +$298K | 0.3% | 85 |
|