SIG
Stonegate Investment Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.22M | Buy |
118,439
+5,986
| +5% | +$416K | 0.21% | 57 |
|
|
2025
Q1 | $7.97M | Buy |
112,453
+738
| +0.7% | +$52.3K | 0.21% | 56 |
|
|
2024
Q4 | $8.01M | Sell |
111,715
-3,581
| -3% | -$257K | 0.21% | 57 |
|
|
2024
Q3 | $9.75M | Buy |
115,296
+911
| +0.8% | +$77K | 0.26% | 53 |
|
|
2024
Q2 | $8.1M | Sell |
114,385
-3,243
| -3% | -$230K | 0.23% | 53 |
|
|
2024
Q1 | $7.52M | Buy |
+117,628
| New | +$7.52M | 0.24% | 57 |
|
|
2023
Q4 | – | Sell |
-129,393
| Closed | -$7.41M | – | 56 |
|
|
2023
Q3 | $7.41M | Sell |
129,393
-322
| -0.2% | -$18.4K | 0.27% | 55 |
|
|
2023
Q2 | $9.62M | Buy |
129,715
+50,932
| +65% | +$3.78M | 0.34% | 45 |
|
|
2023
Q1 | $6.07M | Sell |
78,783
-4,807
| -6% | -$371K | 0.23% | 59 |
|
|
2022
Q4 | $6.99M | Sell |
83,590
-8,055
| -9% | -$673K | 0.3% | 52 |
|
|
2022
Q3 | $7.19M | Sell |
91,645
-1,202
| -1% | -$94.3K | 0.33% | 52 |
|
|
2022
Q2 | $7.19M | Buy |
92,847
+6,903
| +8% | +$535K | 0.32% | 55 |
|
|
2022
Q1 | $7.28M | Sell |
85,944
-121
| -0.1% | -$10.2K | 0.24% | 58 |
|
|
2021
Q4 | $8.04M | Buy |
+86,065
| New | +$8.04M | 0.34% | 54 |
|