Sather Financial Group’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 | $368K | Hold |
5,300
| – | – | 0.02% | 76 |
|
|
2025
Q1 | $376K | Hold |
5,300
| – | – | 0.02% | 65 |
|
|
2024
Q4 | $380K | Hold |
5,300
| – | – | 0.02% | 63 |
|
|
2024
Q3 | $448K | Hold |
5,300
| – | – | 0.03% | 57 |
|
|
2024
Q2 | $375K | Hold |
5,300
| – | – | 0.03% | 62 |
|
|
2024
Q1 | $339K | Hold |
5,300
| – | – | 0.02% | 76 |
|
|
2023
Q4 | $322K | Hold |
5,300
| – | – | 0.02% | 70 |
|
|
2023
Q3 | $304K | Sell |
5,300
-13,996
| -73% | -$802K | 0.03% | 74 |
|
|
2023
Q2 | $1.43M | Sell |
19,296
-5
| -0% | -$371 | 0.11% | 43 |
|
|
2023
Q1 | $1.49M | Hold |
19,301
| – | – | 0.13% | 43 |
|
|
2022
Q4 | $1.61M | Buy |
19,301
+13,661
| +242% | +$1.14M | 0.13% | 49 |
|
|
2022
Q3 | $442K | Buy |
5,640
+21
| +0.4% | +$1.65K | 0.05% | 52 |
|
|
2022
Q2 | $435K | Buy |
5,619
+314
| +6% | +$24.3K | 0.05% | 54 |
|
|
2022
Q1 | $449K | Buy |
+5,305
| New | +$449K | 0.04% | 58 |
|