JAM
Jupiter 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 | – | Sell |
-615,484
| Closed | -$43.6M | – | 496 |
|
|
2025
Q1 | $43.6M | Sell |
615,484
-300,360
| -33% | -$21.3M | 0.42% | 84 |
|
|
2024
Q4 | $65.7M | Buy |
+915,844
| New | +$65.7M | 0.64% | 36 |
|
|
2023
Q3 | – | Sell |
-96,107
| Closed | -$7.13M | – | 550 |
|
|
2023
Q2 | $7.13M | Buy |
96,107
+2,912
| +3% | +$216K | 0.08% | 246 |
|
|
2023
Q1 | $7.18M | Buy |
+93,195
| New | +$7.18M | 0.1% | 199 |
|
|
2022
Q4 | – | Sell |
-72,863
| Closed | -$5.71M | – | 535 |
|
|
2022
Q3 | $5.71M | Buy |
+72,863
| New | +$5.71M | 0.09% | 220 |
|
|
2022
Q1 | – | Sell |
-4,162
| Closed | -$386K | – | 581 |
|
|
2021
Q4 | $386K | Buy |
+4,162
| New | +$386K | ﹤0.01% | 491 |
|
|
2021
Q2 | – | Sell |
-71,301
| Closed | -$5.39M | – | 643 |
|
|
2021
Q1 | $5.39M | Buy |
71,301
+38,440
| +117% | +$2.91M | 0.05% | 311 |
|
|
2020
Q4 | $2.53M | Buy |
32,861
+24,336
| +285% | +$1.88M | 0.03% | 399 |
|
|
2020
Q3 | $2.36M | Buy |
8,525
+2,818
| +49% | +$781K | 0.02% | 396 |
|
|
2020
Q2 | $1.37M | Buy |
+5,707
| New | +$1.37M | 0.05% | 213 |
|