Occidental Asset 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 |
-3,332
| Closed | -$236K | – | 270 |
|
|
2025
Q1 | $236K | Buy |
+3,332
| New | +$236K | 0.04% | 222 |
|
|
2024
Q1 | – | Sell |
-34,430
| Closed | -$2.09M | – | 221 |
|
|
2023
Q4 | $2.09M | Buy |
34,430
+5,583
| +19% | +$339K | 0.43% | 73 |
|
|
2023
Q3 | $1.65M | Buy |
28,847
+8,640
| +43% | +$495K | 0.38% | 74 |
|
|
2023
Q2 | $1.5M | Buy |
20,207
+3,748
| +23% | +$278K | 0.34% | 82 |
|
|
2023
Q1 | $1.27M | Buy |
16,459
+2,144
| +15% | +$165K | 0.32% | 89 |
|
|
2022
Q4 | $1.2M | Buy |
14,315
+2,362
| +20% | +$197K | 0.33% | 87 |
|
|
2022
Q3 | $937K | Buy |
11,953
+1,127
| +10% | +$88.3K | 0.28% | 95 |
|
|
2022
Q2 | $839K | Buy |
+10,826
| New | +$839K | 0.25% | 102 |
|