SFM LLC’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 | – | Sell |
-9,599
| Closed | -$680K | – | 59 |
|
|
2025
Q1 | $680K | Buy |
9,599
+773
| +9% | +$54.8K | 0.5% | 43 |
|
|
2024
Q4 | $633K | Buy |
8,826
+35
| +0.4% | +$2.51K | 0.45% | 44 |
|
|
2024
Q3 | $743K | Sell |
8,791
-126
| -1% | -$10.7K | 0.56% | 37 |
|
|
2024
Q2 | $631K | Buy |
8,917
+87
| +1% | +$6.16K | 0.48% | 40 |
|
|
2024
Q1 | $564K | Buy |
8,830
+224
| +3% | +$14.3K | 0.43% | 39 |
|
|
2023
Q4 | $523K | Buy |
+8,606
| New | +$523K | 0.43% | 42 |
|