Sage Mountain Advisors’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 | $1.06M | Buy |
15,303
+2,015
| +15% | +$140K | 0.07% | 133 |
|
|
2025
Q1 | $942K | Sell |
13,288
-185
| -1% | -$13.1K | 0.07% | 127 |
|
|
2024
Q4 | $966K | Buy |
13,473
+640
| +5% | +$45.9K | 0.07% | 122 |
|
|
2024
Q3 | $1.08M | Sell |
12,833
-779
| -6% | -$65.9K | 0.09% | 102 |
|
|
2024
Q2 | $964K | Buy |
13,612
+4,338
| +47% | +$307K | 0.09% | 101 |
|
|
2024
Q1 | $593K | Buy |
9,274
+1,697
| +22% | +$108K | 0.06% | 136 |
|
|
2023
Q4 | $460K | Buy |
7,577
+509
| +7% | +$30.9K | 0.05% | 142 |
|
|
2023
Q3 | $405K | Sell |
7,068
-339
| -5% | -$19.4K | 0.06% | 144 |
|
|
2023
Q2 | $550K | Buy |
7,407
+442
| +6% | +$32.8K | 0.08% | 105 |
|
|
2023
Q1 | $537K | Buy |
6,965
+2,373
| +52% | +$183K | 0.09% | 97 |
|
|
2022
Q4 | $384K | Buy |
4,592
+424
| +10% | +$35.4K | 0.09% | 88 |
|
|
2022
Q3 | $327K | Buy |
4,168
+205
| +5% | +$16.1K | 0.09% | 103 |
|
|
2022
Q2 | $307K | Sell |
3,963
-245
| -6% | -$19K | 0.05% | 334 |
|
|
2022
Q1 | $356K | Sell |
4,208
-2,379
| -36% | -$201K | 0.06% | 344 |
|
|
2021
Q4 | $615K | Sell |
6,587
-200
| -3% | -$18.7K | 0.07% | 260 |
|
|
2021
Q3 | $533K | Buy |
6,787
+4,059
| +149% | +$319K | 0.08% | 242 |
|
|
2021
Q2 | $200K | Buy |
+2,728
| New | +$200K | 0.03% | 389 |
|