SAM
Sompo 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 | $1.74M | Buy |
25,046
+3,205
| +15% | +$222K | 0.3% | 60 |
|
|
2025
Q1 | $1.55M | Sell |
21,841
-11,350
| -34% | -$805K | 0.29% | 60 |
|
|
2024
Q4 | $2.38M | Sell |
33,191
-12,230
| -27% | -$877K | 0.4% | 55 |
|
|
2024
Q3 | $3.84M | Sell |
45,421
-7,470
| -14% | -$631K | 0.6% | 45 |
|
|
2024
Q2 | $3.75M | Sell |
52,891
-6,965
| -12% | -$493K | 0.63% | 43 |
|
|
2024
Q1 | $3.83M | Buy |
59,856
+4,803
| +9% | +$307K | 0.63% | 45 |
|
|
2023
Q4 | $3.34M | Buy |
55,053
+41,143
| +296% | +$2.5M | 0.6% | 44 |
|
|
2023
Q3 | $797K | Buy |
+13,910
| New | +$797K | 0.17% | 97 |
|
|
2022
Q3 | – | Sell |
-3,990
| Closed | -$309K | – | 181 |
|
|
2022
Q2 | $309K | Buy |
3,990
+280
| +8% | +$21.7K | 0.08% | 125 |
|
|
2022
Q1 | $314K | Buy |
3,710
+690
| +23% | +$58.4K | 0.07% | 134 |
|
|
2021
Q4 | $281K | Buy |
3,020
+270
| +10% | +$25.1K | 0.06% | 142 |
|
|
2021
Q3 | $215K | Sell |
2,750
-330
| -11% | -$25.8K | 0.05% | 139 |
|
|
2021
Q2 | $226K | Buy |
+3,080
| New | +$226K | 0.05% | 140 |
|
|
2017
Q3 | – | Sell |
-22,930
| Closed | -$3.21M | – | 97 |
|
|
2017
Q2 | $3.21M | Sell |
22,930
-7,260
| -24% | -$1.02M | 0.48% | 71 |
|
|
2017
Q1 | $3.88M | Buy |
+30,190
| New | +$3.88M | 0.48% | 72 |
|