PWAM
Pinnacle West Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Sell |
8,400
-210
| -2% | -$14.6K | 0.4% | 65 |
|
|
2025
Q1 | $610K | Buy |
8,610
+25
| +0.3% | +$1.77K | 0.44% | 63 |
|
|
2024
Q4 | $615K | Hold |
8,585
| – | – | 0.44% | 63 |
|
|
2024
Q3 | $726K | Buy |
8,585
+75
| +0.9% | +$6.34K | 0.52% | 57 |
|
|
2024
Q2 | $603K | Buy |
8,510
+15
| +0.2% | +$1.06K | 0.47% | 62 |
|
|
2024
Q1 | $543K | Sell |
8,495
-30
| -0.4% | -$1.92K | 0.43% | 66 |
|
|
2023
Q4 | $518K | Buy |
8,525
+165
| +2% | +$10K | 0.44% | 67 |
|
|
2023
Q3 | $479K | Buy |
8,360
+240
| +3% | +$13.8K | 0.47% | 66 |
|
|
2023
Q2 | $603K | Sell |
8,120
-50
| -0.6% | -$3.71K | 0.59% | 57 |
|
|
2023
Q1 | $630K | Buy |
+8,170
| New | +$630K | 0.66% | 53 |
|