Neo Ivy 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 | – | Sell |
-37,380
| Closed | -$2.65M | – | 433 |
|
|
2025
Q1 | $2.65M | Sell |
37,380
-14,505
| -28% | -$1.03M | 0.84% | 25 |
|
|
2024
Q4 | $3.72M | Buy |
+51,885
| New | +$3.72M | 0.75% | 36 |
|
|
2023
Q4 | $40K | Buy |
+659
| New | +$40K | 0.09% | 193 |
|
|
2022
Q4 | $725K | Buy |
+8,670
| New | +$725K | 0.49% | 58 |
|
|
2021
Q2 | – | Sell |
-1,265
| Closed | -$96K | – | 556 |
|
|
2021
Q1 | $96K | Buy |
+1,265
| New | +$96K | 0.11% | 250 |
|
|
2019
Q2 | – | Sell |
-14,952
| Closed | -$722K | – | 367 |
|
|
2019
Q1 | $722K | Buy |
14,952
+2,016
| +16% | +$97.3K | 0.41% | 110 |
|
|
2018
Q4 | $562K | Buy |
+12,936
| New | +$562K | 0.44% | 97 |
|