NIM
NXG Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.35M | Hold |
77,000
| – | – | 0.31% | 39 |
|
|
2025
Q1 | $5.46M | Buy |
77,000
+41,000
| +114% | +$2.91M | 0.34% | 33 |
|
|
2024
Q4 | $2.58M | Sell |
36,000
-15,000
| -29% | -$1.08M | 0.17% | 49 |
|
|
2024
Q3 | $4.31M | Buy |
+51,000
| New | +$4.31M | 0.32% | 36 |
|
|
2023
Q3 | – | Sell |
-32,000
| Closed | -$2.37M | – | 66 |
|
|
2023
Q2 | $2.37M | Hold |
32,000
| – | – | 0.23% | 49 |
|
|
2023
Q1 | $2.47M | Hold |
32,000
| – | – | 0.25% | 40 |
|
|
2022
Q4 | $2.68M | Sell |
32,000
-2,000
| -6% | -$167K | 0.25% | 43 |
|
|
2022
Q3 | $2.67M | Hold |
34,000
| – | – | 0.27% | 40 |
|
|
2022
Q2 | $2.63M | Sell |
34,000
-13,332
| -28% | -$1.03M | 0.27% | 41 |
|
|
2022
Q1 | $4.01M | Sell |
47,332
-15,973
| -25% | -$1.35M | 0.36% | 36 |
|
|
2021
Q4 | $5.91M | Buy |
63,305
+6,122
| +11% | +$572K | 0.57% | 33 |
|
|
2021
Q3 | $4.49M | Sell |
57,183
-14,258
| -20% | -$1.12M | 0.43% | 38 |
|
|
2021
Q2 | $5.24M | Buy |
71,441
+46,000
| +181% | +$3.37M | 0.5% | 30 |
|
|
2021
Q1 | $1.92M | Sell |
25,441
-3,183
| -11% | -$241K | 0.22% | 57 |
|
|
2020
Q4 | $2.21M | Buy |
28,624
+21,438
| +298% | +$1.65M | 0.24% | 46 |
|
|
2020
Q3 | $2M | Buy |
7,186
+2,435
| +51% | +$676K | 0.29% | 45 |
|
|
2020
Q2 | $1.14M | Buy |
4,751
+3,776
| +387% | +$907K | 0.13% | 59 |
|
|
2020
Q1 | $235K | Sell |
975
-11,180
| -92% | -$2.69M | 0.03% | 95 |
|
|
2019
Q4 | $2.94M | Buy |
12,155
+7,521
| +162% | +$1.82M | 0.16% | 52 |
|
|
2019
Q3 | $1.08M | Buy |
+4,634
| New | +$1.08M | 0.05% | 73 |
|
|
2019
Q2 | – | Sell |
-2,099
| Closed | -$406K | – | 111 |
|
|
2019
Q1 | $406K | Sell |
2,099
-21,451
| -91% | -$4.15M | 0.01% | 104 |
|
|
2018
Q4 | $4.09M | Buy |
23,550
+4,292
| +22% | +$746K | 0.17% | 54 |
|
|
2018
Q3 | $3.23M | Sell |
19,258
-2,500
| -11% | -$419K | 0.09% | 91 |
|
|
2018
Q2 | $3.63M | Buy |
21,758
+5,000
| +30% | +$835K | 0.11% | 87 |
|
|
2018
Q1 | $2.74M | Buy |
16,758
+12,958
| +341% | +$2.12M | 0.1% | 110 |
|
|
2017
Q4 | $594K | Sell |
3,800
-1,400
| -27% | -$219K | 0.02% | 139 |
|
|
2017
Q3 | $762K | Buy |
+5,200
| New | +$762K | 0.02% | 132 |
|
|
2014
Q3 | – | Sell |
-63,525
| Closed | -$6.51M | – | 209 |
|
|
2014
Q2 | $6.51M | Buy |
+63,525
| New | +$6.51M | 0.15% | 90 |
|