Orion Capital 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 | $176K | Sell |
2,530
-799
| -24% | -$55.5K | 0.07% | 145 |
|
|
2025
Q1 | $236K | Buy |
3,329
+616
| +23% | +$43.7K | 0.1% | 114 |
|
|
2024
Q4 | $194K | Sell |
2,713
-100
| -4% | -$7.17K | 0.09% | 123 |
|
|
2024
Q3 | $238K | Hold |
2,813
| – | – | 0.12% | 112 |
|
|
2024
Q2 | $199K | Hold |
2,813
| – | – | 0.1% | 117 |
|
|
2024
Q1 | $180K | Sell |
2,813
-310
| -10% | -$19.8K | 0.1% | 131 |
|
|
2023
Q4 | $190K | Hold |
3,123
| – | – | 0.11% | 131 |
|
|
2023
Q3 | $179K | Hold |
3,123
| – | – | 0.12% | 123 |
|
|
2023
Q2 | $232K | Buy |
3,123
+13
| +0.4% | +$965 | 0.15% | 112 |
|
|
2023
Q1 | $240K | Hold |
3,110
| – | – | 0.16% | 104 |
|
|
2022
Q4 | $260K | Hold |
3,110
| – | – | 0.19% | 90 |
|
|
2022
Q3 | $244K | Buy |
3,110
+2,000
| +180% | +$157K | 0.2% | 88 |
|
|
2022
Q2 | $86K | Hold |
1,110
| – | – | 0.07% | 157 |
|
|
2022
Q1 | $94K | Buy |
1,110
+244
| +28% | +$20.7K | 0.06% | 168 |
|
|
2021
Q4 | $81K | Hold |
866
| – | – | 0.05% | 177 |
|
|
2021
Q3 | $68K | Buy |
866
+66
| +8% | +$5.18K | 0.04% | 175 |
|
|
2021
Q2 | $59K | Hold |
800
| – | – | 0.04% | 169 |
|
|
2021
Q1 | $60K | Hold |
800
| – | – | 0.04% | 156 |
|
|
2020
Q4 | $62K | Buy |
+800
| New | +$62K | 0.05% | 144 |
|