KFS
Kurt F. Somerville’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.21M | Sell |
89,435
-515
| -0.6% | -$35.8K | 1.05% | 27 |
|
|
2025
Q1 | $6.38M | Buy |
89,950
+13,148
| +17% | +$932K | 1.11% | 29 |
|
|
2024
Q4 | $5.51M | Buy |
76,802
+730
| +1% | +$52.3K | 0.92% | 31 |
|
|
2024
Q3 | $6.43M | Buy |
76,072
+4,627
| +6% | +$391K | 1.04% | 30 |
|
|
2024
Q2 | $5.06M | Buy |
71,445
+2,225
| +3% | +$158K | 0.85% | 31 |
|
|
2024
Q1 | $4.42M | Buy |
69,220
+11,210
| +19% | +$716K | 0.76% | 33 |
|
|
2023
Q4 | $3.52M | Buy |
58,010
+15,300
| +36% | +$929K | 0.66% | 33 |
|
|
2023
Q3 | $2.45M | Buy |
42,710
+5,405
| +14% | +$310K | 0.49% | 39 |
|
|
2023
Q2 | $2.77M | Buy |
37,305
+700
| +2% | +$51.9K | 0.53% | 38 |
|
|
2023
Q1 | $2.82M | Buy |
36,605
+11,595
| +46% | +$894K | 0.51% | 38 |
|
|
2022
Q4 | $2.09M | Buy |
25,010
+18,160
| +265% | +$1.52M | 0.41% | 42 |
|
|
2022
Q3 | $537K | Hold |
6,850
| – | – | 0.11% | 72 |
|
|
2022
Q2 | $530K | Buy |
6,850
+300
| +5% | +$23.2K | 0.1% | 77 |
|
|
2022
Q1 | $554K | Buy |
6,550
+1,500
| +30% | +$127K | 0.09% | 81 |
|
|
2021
Q4 | $471K | Buy |
5,050
+1,100
| +28% | +$103K | 0.07% | 84 |
|
|
2021
Q3 | $310K | Buy |
3,950
+1,000
| +34% | +$78.5K | 0.05% | 95 |
|
|
2021
Q2 | $216K | Buy |
+2,950
| New | +$216K | 0.03% | 112 |
|