Pine Haven Investment Counsel’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 | $441K | Buy |
6,350
+140
| +2% | +$9.72K | 0.35% | 65 |
|
|
2025
Q1 | $440K | Buy |
6,210
+245
| +4% | +$17.4K | 0.37% | 63 |
|
|
2024
Q4 | $428K | Buy |
5,965
+430
| +8% | +$30.8K | 0.35% | 66 |
|
|
2024
Q3 | $468K | Hold |
5,535
| – | – | 0.38% | 65 |
|
|
2024
Q2 | $392K | Hold |
5,535
| – | – | 0.34% | 74 |
|
|
2024
Q1 | $354K | Hold |
5,535
| – | – | 0.31% | 74 |
|
|
2023
Q4 | $336K | Buy |
5,535
+500
| +10% | +$30.4K | 0.31% | 77 |
|
|
2023
Q3 | $288K | Sell |
5,035
-160
| -3% | -$9.17K | 0.3% | 80 |
|
|
2023
Q2 | $385K | Buy |
5,195
+40
| +0.8% | +$2.97K | 0.38% | 67 |
|
|
2023
Q1 | $397K | Buy |
5,155
+100
| +2% | +$7.71K | 0.42% | 63 |
|
|
2022
Q4 | $423K | Buy |
5,055
+150
| +3% | +$12.5K | 0.46% | 58 |
|
|
2022
Q3 | $385K | Buy |
4,905
+20
| +0.4% | +$1.57K | 0.47% | 59 |
|
|
2022
Q2 | $378K | Buy |
4,885
+175
| +4% | +$13.5K | 0.44% | 62 |
|
|
2022
Q1 | $399K | Buy |
4,710
+300
| +7% | +$25.4K | 0.39% | 71 |
|
|
2021
Q4 | $412K | Buy |
+4,410
| New | +$412K | 0.38% | 70 |
|