Knollwood Investment Advisory’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 | $686K | Hold |
9,878
| – | – | 0.07% | 228 |
|
|
2025
Q1 | $700K | Hold |
9,878
| – | – | 0.08% | 218 |
|
|
2024
Q4 | $708K | Hold |
9,878
| – | – | 0.07% | 227 |
|
|
2024
Q3 | $835K | Hold |
9,878
| – | – | 0.09% | 215 |
|
|
2024
Q2 | $699K | Buy |
9,878
+6,678
| +209% | +$473K | 0.08% | 229 |
|
|
2024
Q1 | $205K | Buy |
+3,200
| New | +$205K | 0.04% | 205 |
|
|
2023
Q3 | – | Sell |
-3,200
| Closed | -$237K | – | 118 |
|
|
2023
Q2 | $237K | Buy |
+3,200
| New | +$237K | 0.08% | 116 |
|