PYA Waltman Capital’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 | $1.13M | Buy |
16,319
+2,088
| +15% | +$145K | 0.33% | 49 |
|
|
2025
Q1 | $1.01M | Buy |
14,231
+240
| +2% | +$17K | 0.32% | 51 |
|
|
2024
Q4 | $1M | Buy |
13,991
+361
| +3% | +$25.9K | 0.32% | 50 |
|
|
2024
Q3 | $1.15M | Buy |
13,630
+638
| +5% | +$53.9K | 0.38% | 45 |
|
|
2024
Q2 | $920K | Buy |
12,992
+816
| +7% | +$57.8K | 0.34% | 49 |
|
|
2024
Q1 | $778K | Buy |
12,176
+1,143
| +10% | +$73K | 0.29% | 52 |
|
|
2023
Q4 | $670K | Buy |
11,033
+890
| +9% | +$54.1K | 0.28% | 51 |
|
|
2023
Q3 | $581K | Buy |
10,143
+3,175
| +46% | +$182K | 0.25% | 52 |
|
|
2023
Q2 | $478K | Buy |
6,968
+2,204
| +46% | +$151K | 0.21% | 52 |
|
|
2023
Q1 | $367K | Buy |
4,764
+1,631
| +52% | +$126K | 0.18% | 52 |
|
|
2022
Q4 | $262K | Buy |
3,133
+579
| +23% | +$48.4K | 0.14% | 53 |
|
|
2022
Q3 | $200K | Buy |
2,554
+1,548
| +154% | +$121K | 0.12% | 53 |
|
|
2022
Q2 | $78K | Buy |
1,006
+581
| +137% | +$45K | 0.04% | 86 |
|
|
2022
Q1 | $36K | Buy |
+425
| New | +$36K | 0.02% | 113 |
|