Slocum, Gordon & Co’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 | $7.51M | Sell |
108,203
-1,994
| -2% | -$138K | 6.05% | 2 |
|
|
2025
Q1 | $7.81M | Buy |
+110,197
| New | +$7.81M | 5.82% | 4 |
|
|
2024
Q4 | – | Sell |
-111,931
| Closed | -$9.46M | – | 139 |
|
|
2024
Q3 | $9.46M | Buy |
111,931
+3,958
| +4% | +$335K | 3.81% | 5 |
|
|
2024
Q2 | $7.65M | Sell |
107,973
-1,390
| -1% | -$98.4K | 5.69% | 4 |
|
|
2024
Q1 | $6.99M | Buy |
109,363
+31,916
| +41% | +$2.04M | 5.19% | 6 |
|
|
2023
Q4 | $4.7M | Sell |
77,447
-150
| -0.2% | -$9.11K | 4.13% | 7 |
|
|
2023
Q3 | $4.45M | Sell |
77,597
-1,100
| -1% | -$63K | 3.87% | 9 |
|
|
2023
Q2 | $5.84M | Sell |
78,697
-1,531
| -2% | -$114K | 4.24% | 9 |
|
|
2023
Q1 | $6.18M | Sell |
80,228
-7,120
| -8% | -$549K | 5.13% | 8 |
|
|
2022
Q4 | $7.3M | Buy |
+87,348
| New | +$7.3M | 4.71% | 9 |
|