KG&L 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 | – | Sell |
-4,427
| Closed | -$314K | – | 202 |
|
|
2025
Q1 | $314K | Sell |
4,427
-400
| -8% | -$28.4K | 0.1% | 156 |
|
|
2024
Q4 | $346K | Sell |
4,827
-300
| -6% | -$21.5K | 0.11% | 148 |
|
|
2024
Q3 | $433K | Sell |
5,127
-1,200
| -19% | -$101K | 0.14% | 137 |
|
|
2024
Q2 | $448K | Sell |
6,327
-4,695
| -43% | -$332K | 0.16% | 130 |
|
|
2024
Q1 | $704K | Buy |
11,022
+3,064
| +39% | +$196K | 0.28% | 73 |
|
|
2023
Q4 | $483K | Buy |
7,958
+1,515
| +24% | +$92K | 0.2% | 100 |
|
|
2023
Q3 | $369K | Buy |
6,443
+1,000
| +18% | +$57.3K | 0.18% | 102 |
|
|
2023
Q2 | $404K | Sell |
5,443
-1,056
| -16% | -$78.4K | 0.19% | 95 |
|
|
2023
Q1 | $501K | Buy |
+6,499
| New | +$501K | 0.26% | 75 |
|