SDH
Sloy Dahl & Holst’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,853
| Closed | -$202K | – | 113 |
|
|
2025
Q1 | $202K | Hold |
2,853
| – | – | 0.04% | 104 |
|
|
2024
Q4 | $205K | Buy |
+2,853
| New | +$205K | 0.03% | 104 |
|
|
2022
Q4 | – | Sell |
-5,354
| Closed | -$420K | – | 76 |
|
|
2022
Q3 | $420K | Hold |
5,354
| – | – | 0.09% | 43 |
|
|
2022
Q2 | $415K | Buy |
5,354
+50
| +0.9% | +$3.88K | 0.1% | 44 |
|
|
2022
Q1 | $449K | Hold |
5,304
| – | – | 0.07% | 45 |
|
|
2021
Q4 | $416K | Hold |
5,304
| – | – | 0.09% | 51 |
|
|
2021
Q3 | $416K | Buy |
+5,304
| New | +$416K | 0.09% | 51 |
|
|
2021
Q2 | – | Sell |
-5,304
| Closed | -$401K | – | 68 |
|
|
2021
Q1 | $401K | Buy |
+5,304
| New | +$401K | 0.06% | 44 |
|