SIM
Studio Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.21M | Sell |
89,486
-1,019
| -1% | -$70.7K | 1.25% | 19 |
|
|
2025
Q1 | $6.42M | Sell |
90,505
-405
| -0.4% | -$28.7K | 1.33% | 17 |
|
|
2024
Q4 | $6.52M | Sell |
90,910
-2,159
| -2% | -$155K | 1.39% | 15 |
|
|
2024
Q3 | $7.87M | Sell |
93,069
-146
| -0.2% | -$12.3K | 1.65% | 12 |
|
|
2024
Q2 | $6.6M | Sell |
93,215
-78
| -0.1% | -$5.52K | 1.5% | 16 |
|
|
2024
Q1 | $5.96M | Sell |
93,293
-1,559
| -2% | -$99.6K | 1.42% | 17 |
|
|
2023
Q4 | $5.76M | Buy |
94,852
+10,837
| +13% | +$658K | 1.47% | 16 |
|
|
2023
Q3 | $4.81M | Buy |
84,015
+6,277
| +8% | +$360K | 1.34% | 20 |
|
|
2023
Q2 | $5.77M | Buy |
77,738
+4,745
| +7% | +$352K | 1.61% | 17 |
|
|
2023
Q1 | $5.63M | Sell |
72,993
-3,490
| -5% | -$269K | 1.7% | 17 |
|
|
2022
Q4 | $6.39M | Sell |
76,483
-1,832
| -2% | -$153K | 2.07% | 10 |
|
|
2022
Q3 | $6.14M | Sell |
78,315
-10,532
| -12% | -$826K | 2.21% | 10 |
|
|
2022
Q2 | $6.88M | Sell |
88,847
-1,855
| -2% | -$144K | 2.39% | 9 |
|
|
2022
Q1 | $7.68M | Buy |
90,702
+3,175
| +4% | +$269K | 2.53% | 9 |
|
|
2021
Q4 | $8.17M | Sell |
87,527
-2,355
| -3% | -$220K | 2.94% | 8 |
|
|
2021
Q3 | $7.06M | Buy |
+89,882
| New | +$7.06M | 3.02% | 8 |
|