Seneca House 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 | $4.7M | Buy |
67,751
+2,322
| +4% | +$161K | 2% | 16 |
|
|
2025
Q1 | $0 | Buy |
65,429
+2,800
| +4% | – | ﹤0.01% | 88 |
|
|
2024
Q4 | $4.49M | Buy |
62,629
+6,380
| +11% | +$457K | 1.78% | 21 |
|
|
2024
Q3 | $4.75M | Buy |
56,249
+1,625
| +3% | +$137K | 2% | 21 |
|
|
2024
Q2 | $3.87M | Sell |
54,624
-49
| -0.1% | -$3.47K | 1.68% | 23 |
|
|
2024
Q1 | $3.49M | Buy |
54,673
+4,162
| +8% | +$266K | 1.52% | 24 |
|
|
2023
Q4 | $3.07M | Buy |
50,511
+1,502
| +3% | +$91.2K | 1.42% | 26 |
|
|
2023
Q3 | $2.42M | Buy |
49,009
+4,140
| +9% | +$204K | 1.26% | 27 |
|
|
2023
Q2 | $3.33M | Buy |
44,869
+539
| +1% | +$40K | 1.66% | 26 |
|
|
2023
Q1 | $3.42M | Buy |
44,330
+13,417
| +43% | +$1.03M | 1.77% | 25 |
|
|
2022
Q4 | $2.58M | Buy |
30,913
+12,554
| +68% | +$1.05M | 1.43% | 27 |
|
|
2022
Q3 | $1.44M | Buy |
18,359
+621
| +4% | +$48.7K | 1.07% | 31 |
|
|
2022
Q2 | $1.37M | Buy |
17,738
+2,477
| +16% | +$192K | 0.9% | 35 |
|
|
2022
Q1 | $1.29M | Buy |
15,261
+6,877
| +82% | +$583K | 0.68% | 41 |
|
|
2021
Q4 | $783K | Buy |
8,384
+1,729
| +26% | +$161K | 0.41% | 51 |
|
|
2021
Q3 | $523K | Buy |
6,655
+3,520
| +112% | +$277K | 0.31% | 56 |
|
|
2021
Q2 | $230K | Buy |
+3,135
| New | +$230K | 0.15% | 76 |
|