Jacobsen 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
Q2 | $347K | Buy |
5,005
+1,062
| +27% | +$73.7K | 0.13% | 65 |
|
|
2025
Q1 | $280K | Sell |
3,943
-155
| -4% | -$11K | 0.12% | 74 |
|
|
2024
Q4 | $294K | Buy |
4,098
+2
| +0% | +$143 | 0.13% | 68 |
|
|
2024
Q3 | $346K | Buy |
4,096
+232
| +6% | +$19.6K | 0.15% | 56 |
|
|
2024
Q2 | $274K | Buy |
3,864
+423
| +12% | +$30K | 0.12% | 69 |
|
|
2024
Q1 | $220K | Buy |
+3,441
| New | +$220K | 0.1% | 83 |
|
|
2023
Q3 | – | Sell |
-3,420
| Closed | -$254K | – | 75 |
|
|
2023
Q2 | $254K | Sell |
3,420
-76
| -2% | -$5.64K | 0.13% | 63 |
|
|
2023
Q1 | $269K | Buy |
+3,496
| New | +$269K | 0.14% | 60 |
|