Poehling 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 | $182K | Buy |
+2,626
| New | +$182K | 0.04% | 129 |
|
|
2024
Q4 | – | Sell |
-2,554
| Closed | -$216K | – | 139 |
|
|
2024
Q3 | $216K | Buy |
+2,554
| New | +$216K | 0.06% | 129 |
|
|
2023
Q1 | – | Sell |
-2,449
| Closed | -$205K | – | 127 |
|
|
2022
Q4 | $205K | Buy |
+2,449
| New | +$205K | 0.08% | 111 |
|
|
2022
Q2 | – | Sell |
-2,400
| Closed | -$203K | – | 141 |
|
|
2022
Q1 | $203K | Hold |
2,400
| – | – | 0.06% | 140 |
|
|
2021
Q4 | $224K | Buy |
+2,400
| New | +$224K | 0.07% | 128 |
|
|
2018
Q3 | – | Sell |
-300
| Closed | -$13K | – | 209 |
|
|
2018
Q2 | $13K | Hold |
300
| – | – | 0.01% | 216 |
|
|
2018
Q1 | $12K | Buy |
+300
| New | +$12K | 0.01% | 224 |
|