IIM
InTrack Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.27M | Buy |
18,228
+3,753
| +26% | +$261K | 0.85% | 43 |
|
2025
Q1 | $1.03M | Sell |
14,475
-1,203
| -8% | -$85.3K | 0.93% | 37 |
|
2024
Q4 | $1.07M | Buy |
15,678
+7,668
| +96% | +$521K | 0.74% | 47 |
|
2024
Q3 | $677K | Buy |
8,010
+145
| +2% | +$12.3K | 0.48% | 60 |
|
2024
Q2 | $557K | Buy |
7,865
+587
| +8% | +$41.6K | 0.4% | 73 |
|
2024
Q1 | $465K | Buy |
+7,278
| New | +$465K | 0.35% | 90 |
|
2023
Q3 | – | Sell |
-10,895
| Closed | -$808K | – | 139 |
|
2023
Q2 | $808K | Buy |
10,895
+5,131
| +89% | +$381K | 0.66% | 53 |
|
2023
Q1 | $445K | Buy |
+5,764
| New | +$445K | 0.41% | 80 |
|
2022
Q2 | – | Sell |
-5,816
| Closed | -$493K | – | 117 |
|
2022
Q1 | $493K | Sell |
5,816
-1,706
| -23% | -$145K | 0.4% | 79 |
|
2021
Q4 | $702K | Sell |
7,522
-646
| -8% | -$60.3K | 0.48% | 80 |
|
2021
Q3 | $699K | Sell |
8,168
-502
| -6% | -$43K | 0.51% | 72 |
|
2021
Q2 | $651K | Buy |
8,670
+220
| +3% | +$16.5K | 0.51% | 69 |
|
2021
Q1 | $639K | Buy |
8,450
+1,750
| +26% | +$132K | 0.59% | 57 |
|
2020
Q4 | $517K | Buy |
+6,700
| New | +$517K | 0.52% | 59 |
|