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Interchange Capital Partners’s NextEra Energy, Inc. NEE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
18,484
+660
+4% +$44.9K 0.29% 69
2025
Q1
$1.26M Buy
17,824
+516
+3% +$36.6K 0.35% 61
2024
Q4
$1.24M Sell
17,308
-1,019
-6% -$73.1K 0.45% 63
2024
Q3
$1.55M Buy
18,327
+5
+0% +$423 0.54% 49
2024
Q2
$1.3M Buy
+18,322
New +$1.3M 0.47% 56
2023
Q3
Sell
-3,462
Closed -$257K 164
2023
Q2
$257K Sell
3,462
-12,082
-78% -$896K 0.2% 123
2023
Q1
$1.2M Buy
+15,544
New +$1.2M 0.65% 39
2022
Q4
Sell
-2,873
Closed -$225K 149
2022
Q3
$225K Buy
+2,873
New +$225K 0.25% 127
2021
Q4
Sell
-18,140
Closed -$1.42M 176
2021
Q3
$1.42M Sell
18,140
-515
-3% -$40.4K 2.38% 7
2021
Q2
$1.37M Sell
18,655
-490
-3% -$35.9K 2.11% 8
2021
Q1
$1.46M Sell
19,145
-1,151
-6% -$87.7K 0.79% 30
2020
Q4
$1.57M Buy
+20,296
New +$1.57M 0.85% 20