Plato Investment 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
Q1 | – | Sell |
-5,469
| Closed | -$393K | – | 580 |
|
|
2024
Q4 | $393K | Buy |
5,469
+4,549
| +494% | +$327K | 0.03% | 361 |
|
|
2024
Q3 | $77.7K | Hold |
920
| – | – | 0.01% | 439 |
|
|
2024
Q2 | $65.1K | Buy |
920
+666
| +262% | +$47.2K | 0.01% | 387 |
|
|
2024
Q1 | $16.2K | Buy |
254
+48
| +23% | +$3.07K | ﹤0.01% | 420 |
|
|
2023
Q4 | $12.5K | Buy |
+206
| New | +$12.5K | 0.02% | 355 |
|