Magnolia Capital 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 | $347K | Hold |
4,994
| – | – | 0.28% | 62 |
|
|
2025
Q1 | $354K | Hold |
4,994
| – | – | 0.3% | 60 |
|
|
2024
Q4 | $358K | Hold |
4,994
| – | – | 0.28% | 62 |
|
|
2024
Q3 | $422K | Hold |
4,994
| – | – | 0.34% | 54 |
|
|
2024
Q2 | $354K | Hold |
4,994
| – | – | 0.3% | 61 |
|
|
2024
Q1 | $319K | Hold |
4,994
| – | – | 0.27% | 64 |
|
|
2023
Q4 | $303K | Sell |
4,994
-910
| -15% | -$55.2K | 0.28% | 63 |
|
|
2023
Q3 | $338K | Sell |
5,904
-215
| -4% | -$12.3K | 0.33% | 60 |
|
|
2023
Q2 | $454K | Hold |
6,119
| – | – | 0.41% | 52 |
|
|
2023
Q1 | $472K | Hold |
6,119
| – | – | 0.44% | 50 |
|
|
2022
Q4 | $512K | Buy |
6,119
+44
| +0.7% | +$3.68K | 0.5% | 47 |
|
|
2022
Q3 | $476K | Hold |
6,075
| – | – | 0.49% | 45 |
|
|
2022
Q2 | $471K | Hold |
6,075
| – | – | 0.46% | 46 |
|
|
2022
Q1 | $515K | Hold |
6,075
| – | – | 0.43% | 47 |
|
|
2021
Q4 | $567K | Hold |
6,075
| – | – | 0.45% | 47 |
|
|
2021
Q3 | $477K | Sell |
6,075
-875
| -13% | -$68.7K | 0.41% | 48 |
|
|
2021
Q2 | $509K | Hold |
6,950
| – | – | 0.49% | 31 |
|
|
2021
Q1 | $525K | Hold |
6,950
| – | – | 0.52% | 34 |
|
|
2020
Q4 | $536K | Buy |
6,950
+670
| +11% | +$51.7K | 0.55% | 34 |
|
|
2020
Q3 | $436K | Hold |
6,280
| – | – | 0.51% | 34 |
|
|
2020
Q2 | $377K | Hold |
6,280
| – | – | 0.48% | 34 |
|
|
2020
Q1 | $378K | Sell |
6,280
-3,640
| -37% | -$219K | 0.56% | 34 |
|
|
2019
Q4 | $601K | Buy |
+9,920
| New | +$601K | 0.6% | 32 |
|