Sonora Investment Management Group’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 | $319K | Sell |
4,602
-11,183
| -71% | -$776K | 0.02% | 217 |
|
|
2025
Q1 | $1.12M | Sell |
15,785
-52
| -0.3% | -$3.69K | 0.09% | 120 |
|
|
2024
Q4 | $1.14M | Buy |
15,837
+6,820
| +76% | +$489K | 0.09% | 126 |
|
|
2024
Q3 | $762K | Sell |
9,017
-621
| -6% | -$52.5K | 0.06% | 146 |
|
|
2024
Q2 | $616K | Hold |
9,638
| – | – | 0.05% | 159 |
|
|
2024
Q1 | $616K | Sell |
9,638
-95
| -1% | -$6.07K | 0.05% | 159 |
|
|
2023
Q4 | $591K | Buy |
9,733
+1,285
| +15% | +$78K | 0.05% | 154 |
|
|
2023
Q3 | $484K | Buy |
8,448
+2,084
| +33% | +$119K | 0.04% | 163 |
|
|
2023
Q2 | $472K | Buy |
6,364
+403
| +7% | +$29.9K | 0.04% | 162 |
|
|
2023
Q1 | $459K | Buy |
5,961
+126
| +2% | +$9.71K | 0.04% | 165 |
|
|
2022
Q4 | $488K | Sell |
5,835
-183
| -3% | -$15.3K | 0.04% | 160 |
|
|
2022
Q3 | $466K | Hold |
6,018
| – | – | 0.06% | 130 |
|
|
2022
Q2 | $466K | Buy |
6,018
+439
| +8% | +$34K | 0.04% | 163 |
|
|
2022
Q1 | $473K | Buy |
5,579
+11
| +0.2% | +$933 | 0.05% | 137 |
|
|
2021
Q4 | $520K | Buy |
+5,568
| New | +$520K | 0.06% | 131 |
|