SAM
Shikiar Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.43M | Sell |
107,058
-11,060
| -9% | -$768K | 2.07% | 17 |
|
|
2025
Q1 | $8.37M | Sell |
118,118
-2,280
| -2% | -$162K | 2.5% | 13 |
|
|
2024
Q4 | $8.63M | Sell |
120,398
-3,329
| -3% | -$239K | 2.29% | 14 |
|
|
2024
Q3 | $10.5M | Sell |
123,727
-7,752
| -6% | -$655K | 2.75% | 12 |
|
|
2024
Q2 | $9.31M | Sell |
131,479
-16,873
| -11% | -$1.19M | 2.49% | 14 |
|
|
2024
Q1 | $9.48M | Buy |
148,352
+4,247
| +3% | +$271K | 2.77% | 12 |
|
|
2023
Q4 | $8.75M | Sell |
144,105
-1,789
| -1% | -$109K | 2.71% | 12 |
|
|
2023
Q3 | $8.36M | Buy |
145,894
+17,514
| +14% | +$1M | 2.91% | 11 |
|
|
2023
Q2 | $9.53M | Buy |
128,380
+6,600
| +5% | +$490K | 3.07% | 9 |
|
|
2023
Q1 | $9.39M | Buy |
+121,780
| New | +$9.39M | 3.34% | 9 |
|
|
2022
Q3 | $9.26M | Sell |
118,056
-3,444
| -3% | -$270K | 3.72% | 6 |
|
|
2022
Q2 | $9.41M | Buy |
121,500
+1,810
| +2% | +$140K | 3.62% | 7 |
|
|
2022
Q1 | $10.1M | Buy |
119,690
+10,050
| +9% | +$851K | 2.87% | 8 |
|
|
2021
Q4 | $10.2M | Buy |
109,640
+1,790
| +2% | +$167K | 2.61% | 9 |
|
|
2021
Q3 | $8.47M | Buy |
107,850
+2,210
| +2% | +$174K | 2.38% | 11 |
|
|
2021
Q2 | $7.74M | Buy |
105,640
+5,535
| +6% | +$406K | 2.19% | 12 |
|
|
2021
Q1 | $7.57M | Buy |
100,105
+3,435
| +4% | +$260K | 2.56% | 9 |
|
|
2020
Q4 | $7.46M | Buy |
96,670
+70,745
| +273% | +$5.46M | 2.68% | 8 |
|
|
2020
Q3 | $7.2M | Buy |
25,925
+300
| +1% | +$83.3K | 2.76% | 8 |
|
|
2020
Q2 | $6.15M | Sell |
25,625
-1,230
| -5% | -$295K | 2.8% | 7 |
|
|
2020
Q1 | $6.46M | Sell |
26,855
-9,209
| -26% | -$2.22M | 4.34% | 3 |
|
|
2019
Q4 | $8.73M | Sell |
36,064
-136
| -0.4% | -$32.9K | 2.89% | 12 |
|
|
2019
Q3 | $8.43M | Buy |
+36,200
| New | +$8.43M | 3.34% | 9 |
|