SGK
Steigerwald Gordon & Koch’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Buy |
250,572
+5,327
| +2% | +$370K | 1.83% | 25 |
|
|
2025
Q1 | $17.4M | Buy |
245,245
+286
| +0.1% | +$20.3K | 1.94% | 25 |
|
|
2024
Q4 | $17.6M | Buy |
244,959
+8,441
| +4% | +$605K | 1.98% | 23 |
|
|
2024
Q3 | $20M | Buy |
236,518
+9,509
| +4% | +$804K | 2.18% | 21 |
|
|
2024
Q2 | $16.1M | Buy |
227,009
+42,087
| +23% | +$2.98M | 1.94% | 23 |
|
|
2024
Q1 | $11.8M | Buy |
184,922
+45,734
| +33% | +$2.92M | 1.47% | 34 |
|
|
2023
Q4 | $8.45M | Buy |
139,188
+44,507
| +47% | +$2.7M | 1.14% | 39 |
|
|
2023
Q3 | $5.42M | Buy |
+94,681
| New | +$5.42M | 0.83% | 41 |
|
|
2021
Q4 | – | Sell |
-3,321
| Closed | -$261K | – | 125 |
|
|
2021
Q3 | $261K | Buy |
+3,321
| New | +$261K | 0.04% | 97 |
|