Sivia Capital Partners’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 | $386K | Buy |
5,563
+852
| +18% | +$59.1K | 0.12% | 196 |
|
2025
Q1 | $334K | Sell |
4,711
-89
| -2% | -$6.31K | 0.16% | 134 |
|
2024
Q4 | $344K | Buy |
4,800
+100
| +2% | +$7.17K | 0.17% | 98 |
|
2024
Q3 | $397K | Sell |
4,700
-43
| -0.9% | -$3.63K | 0.23% | 84 |
|
2024
Q2 | $336K | Buy |
4,743
+1,189
| +33% | +$84.2K | 0.22% | 91 |
|
2024
Q1 | $227K | Buy |
3,554
+135
| +4% | +$8.63K | 0.15% | 150 |
|
2023
Q4 | $208K | Buy |
+3,419
| New | +$208K | 0.16% | 161 |
|