Magnolia Capital Advisors’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 | $1.7M | Sell |
24,503
-1,618
| -6% | -$112K | 0.43% | 64 |
|
2025
Q1 | $1.85M | Buy |
26,121
+1,961
| +8% | +$139K | 0.5% | 47 |
|
2024
Q4 | $1.73M | Buy |
24,160
+6,773
| +39% | +$486K | 0.45% | 53 |
|
2024
Q3 | $1.47M | Buy |
17,387
+11,541
| +197% | +$976K | 0.74% | 34 |
|
2024
Q2 | $414K | Buy |
5,846
+375
| +7% | +$26.6K | 0.23% | 91 |
|
2024
Q1 | $352K | Buy |
+5,471
| New | +$352K | 0.29% | 72 |
|