SFM
Stack Financial Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9M | Buy |
+315,237
| New | +$21.9M | 1.93% | 21 |
|
|
2023
Q1 | – | Sell |
-2,801
| Closed | -$234K | – | 38 |
|
|
2022
Q4 | $234K | Sell |
2,801
-319
| -10% | -$26.7K | 0.02% | 36 |
|
|
2022
Q3 | $245K | Hold |
3,120
| – | – | 0.03% | 38 |
|
|
2022
Q2 | $242K | Sell |
3,120
-700
| -18% | -$54.3K | 0.02% | 38 |
|
|
2022
Q1 | $324K | Buy |
+3,820
| New | +$324K | 0.03% | 44 |
|