Kuhn & Co Investment Counsel’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 | $1.31M | Buy |
18,912
+4
| +0% | +$278 | 0.99% | 29 |
|
|
2025
Q1 | $1.34M | Hold |
18,908
| – | – | 1.13% | 26 |
|
|
2024
Q4 | $1.36M | Hold |
18,908
| – | – | 1.15% | 26 |
|
|
2024
Q3 | $1.6M | Sell |
18,908
-675
| -3% | -$57.1K | 1.36% | 20 |
|
|
2024
Q2 | $1.39M | Sell |
19,583
-99
| -0.5% | -$7.01K | 1.24% | 24 |
|
|
2024
Q1 | $1.26M | Hold |
19,682
| – | – | 1.18% | 25 |
|
|
2023
Q4 | $1.2M | Buy |
+19,682
| New | +$1.2M | 1.23% | 25 |
|