Longfellow Investment 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 | $805K | Hold |
11,591
| – | – | 0.2% | 85 |
|
|
2025
Q1 | $822K | Sell |
11,591
-4,541
| -28% | -$322K | 0.2% | 74 |
|
|
2024
Q4 | $1.16M | Sell |
16,132
-1,036
| -6% | -$74.3K | 0.3% | 43 |
|
|
2024
Q3 | $1.45M | Buy |
17,168
+104
| +0.6% | +$8.79K | 0.36% | 33 |
|
|
2024
Q2 | $1.21M | Buy |
17,064
+115
| +0.7% | +$8.14K | 0.3% | 42 |
|
|
2024
Q1 | $1.08M | Buy |
16,949
+1,700
| +11% | +$109K | 0.25% | 50 |
|
|
2023
Q4 | $926K | Buy |
15,249
+3,361
| +28% | +$204K | 0.23% | 55 |
|
|
2023
Q3 | $681K | Buy |
+11,888
| New | +$681K | 0.18% | 73 |
|
|
2021
Q1 | – | Sell |
-18,385
| Closed | -$1.42M | – | 547 |
|
|
2020
Q4 | $1.42M | Buy |
+18,385
| New | +$1.42M | 0.17% | 135 |
|