JSAM
J. Safra Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Sell |
2,223
-4,044
| -65% | -$287K | 0.01% | 150 |
|
|
2025
Q1 | $444K | Buy |
6,267
+698
| +13% | +$49.5K | 0.04% | 70 |
|
|
2024
Q4 | $400K | Buy |
5,569
+1,492
| +37% | +$107K | 0.03% | 71 |
|
|
2024
Q3 | $345K | Buy |
4,077
+424
| +12% | +$35.8K | 0.03% | 50 |
|
|
2024
Q2 | $259K | Buy |
3,653
+936
| +34% | +$66.3K | 0.03% | 51 |
|
|
2024
Q1 | $174K | Sell |
2,717
-1,044
| -28% | -$66.7K | 0.02% | 48 |
|
|
2023
Q4 | $228K | Sell |
3,761
-338
| -8% | -$20.5K | 0.03% | 36 |
|
|
2023
Q3 | $235K | Hold |
4,099
| – | – | 0.03% | 33 |
|
|
2023
Q2 | $304K | Hold |
4,099
| – | – | 0.04% | 30 |
|
|
2023
Q1 | $316K | Hold |
4,099
| – | – | 0.05% | 26 |
|
|
2022
Q4 | $342K | Buy |
4,099
+3,925
| +2,256% | +$327K | 0.06% | 17 |
|
|
2022
Q3 | $2K | Buy |
174
+20
| +13% | +$230 | 0.03% | 30 |
|
|
2022
Q2 | $1K | Sell |
154
-31
| -17% | -$201 | 0.02% | 32 |
|
|
2022
Q1 | $2K | Buy |
+185
| New | +$2K | 0.04% | 30 |
|
|
2016
Q4 | – | Sell |
-247
| Closed | -$30K | – | 98 |
|
|
2016
Q3 | $30K | Hold |
247
| – | – | 0.05% | 102 |
|
|
2016
Q2 | $32K | Buy |
+247
| New | +$32K | 0.05% | 140 |
|