KA
Kozak & Associates’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Sell |
5,493
-66
| -1% | -$4.86K | 0.08% | 50 |
|
|
2025
Q1 | $376K | Buy |
5,559
+257
| +5% | +$17.4K | 0.09% | 47 |
|
|
2024
Q4 | $382K | Buy |
5,302
+140
| +3% | +$10.1K | 0.09% | 50 |
|
|
2024
Q3 | $436K | Sell |
5,162
-11
| -0.2% | -$928 | 0.1% | 48 |
|
|
2024
Q2 | $372K | Buy |
5,173
+36
| +0.7% | +$2.59K | 0.09% | 50 |
|
|
2024
Q1 | $393K | Sell |
5,137
-29
| -0.6% | -$2.22K | 0.11% | 51 |
|
|
2023
Q4 | $312K | Sell |
5,166
-14
| -0.3% | -$845 | 0.1% | 60 |
|
|
2023
Q3 | $260K | Buy |
5,180
+81
| +2% | +$4.07K | 0.1% | 67 |
|
|
2023
Q2 | $379K | Sell |
5,099
-1,466
| -22% | -$109K | 0.15% | 56 |
|
|
2023
Q1 | $506K | Sell |
6,565
-81
| -1% | -$6.24K | 0.23% | 41 |
|
|
2022
Q4 | $556K | Buy |
6,646
+22
| +0.3% | +$1.84K | 0.28% | 33 |
|
|
2022
Q3 | $504K | Buy |
6,624
+22
| +0.3% | +$1.67K | 0.32% | 30 |
|
|
2022
Q2 | $511K | Buy |
6,602
+49
| +0.7% | +$3.79K | 0.34% | 29 |
|
|
2022
Q1 | $525K | Hold |
6,553
| – | – | 0.34% | 33 |
|
|
2021
Q4 | $525K | Buy |
6,553
+137
| +2% | +$11K | 0.34% | 33 |
|
|
2021
Q3 | $560K | Buy |
+6,416
| New | +$560K | 0.33% | 38 |
|
|
2020
Q4 | $485K | Buy |
+5,799
| New | +$485K | 0.37% | 31 |
|