Oak Thistle LLC’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 | $3.1M | Buy |
44,593
+33,911
| +317% | +$2.35M | 0.46% | 44 |
|
|
2025
Q1 | $757K | Buy |
+10,682
| New | +$757K | 0.15% | 236 |
|
|
2024
Q1 | – | Sell |
-10,379
| Closed | -$630K | – | 444 |
|
|
2023
Q4 | $630K | Sell |
10,379
-7,885
| -43% | -$479K | 0.18% | 234 |
|
|
2023
Q3 | $1.05M | Buy |
18,264
+13,937
| +322% | +$798K | 0.31% | 112 |
|
|
2023
Q2 | $321K | Buy |
+4,327
| New | +$321K | 0.17% | 240 |
|
|
2022
Q2 | – | Sell |
-6,416
| Closed | -$543K | – | 330 |
|
|
2022
Q1 | $543K | Buy |
+6,416
| New | +$543K | 0.29% | 142 |
|