Orion Capital Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $129K | Sell |
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|
2025
Q2 | $176K | Sell |
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|
2025
Q1 | $236K | Buy |
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|
2024
Q4 | $194K | Sell |
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|
2024
Q3 | $238K | Hold |
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|
2024
Q2 | $199K | Hold |
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|
2024
Q1 | $180K | Sell |
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|
2023
Q4 | $190K | Hold |
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|
2023
Q3 | $179K | Hold |
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|
2023
Q2 | $232K | Buy |
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|
2023
Q1 | $240K | Hold |
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|
2022
Q4 | $260K | Hold |
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|
2022
Q3 | $244K | Buy |
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|
2022
Q2 | $86K | Hold |
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|
2022
Q1 | $94K | Buy |
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|
2021
Q4 | $81K | Hold |
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|
2021
Q3 | $68K | Buy |
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|
2021
Q2 | $59K | Hold |
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|
2021
Q1 | $60K | Hold |
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|
2020
Q4 | $62K | Buy |
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