OCM
Objective Capital Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,707
| Closed | -$266K | – | 120 |
|
|
2024
Q4 | $266K | Buy |
3,707
+357
| +11% | +$25.6K | 0.18% | 111 |
|
|
2024
Q3 | $283K | Buy |
+3,350
| New | +$283K | 0.17% | 117 |
|
|
2024
Q1 | $227K | Buy |
+3,549
| New | +$227K | 0.15% | 127 |
|
|
2023
Q1 | – | Sell |
-2,489
| Closed | -$208K | – | 98 |
|
|
2022
Q4 | $208K | Buy |
+2,489
| New | +$208K | 0.21% | 90 |
|
|
2022
Q2 | – | Sell |
-2,369
| Closed | -$201K | – | 110 |
|
|
2022
Q1 | $201K | Sell |
2,369
-2
| -0.1% | -$170 | 0.15% | 111 |
|
|
2021
Q4 | $221K | Buy |
+2,371
| New | +$221K | 0.16% | 109 |
|