SAM
Sycomore Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Hold |
42,889
| – | – | 0.56% | 44 |
|
|
2025
Q1 | $3.58M | Hold |
42,889
| – | – | 0.51% | 49 |
|
|
2024
Q4 | $3.58M | Sell |
42,889
-12,000
| -22% | -$1M | 0.51% | 49 |
|
|
2024
Q3 | $4.58M | Buy |
54,889
+7,548
| +16% | +$630K | 0.76% | 42 |
|
|
2024
Q2 | $3.47M | Buy |
47,341
+131
| +0.3% | +$9.61K | 0.61% | 42 |
|
|
2024
Q1 | $2.73M | Buy |
47,210
+9,000
| +24% | +$520K | 0.6% | 44 |
|
|
2023
Q4 | $2.32M | Buy |
38,210
+2,154
| +6% | +$131K | 0.5% | 53 |
|
|
2023
Q3 | $2.44M | Buy |
36,056
+3,237
| +10% | +$219K | 0.62% | 42 |
|
|
2023
Q2 | $2.41M | Buy |
32,819
+26,300
| +403% | +$1.93M | 0.56% | 46 |
|
|
2023
Q1 | $492K | Buy |
6,519
+1,623
| +33% | +$122K | 0.14% | 62 |
|
|
2022
Q4 | $412K | Buy |
4,896
+1,283
| +36% | +$108K | 0.11% | 75 |
|
|
2022
Q3 | $293K | Buy |
3,613
+1,400
| +63% | +$114K | 0.08% | 87 |
|
|
2022
Q2 | $169K | Hold |
2,213
| – | – | 0.04% | 88 |
|
|
2022
Q1 | $187K | Buy |
2,213
+143
| +7% | +$12.1K | 0.03% | 91 |
|
|
2021
Q4 | $190K | Buy |
+2,070
| New | +$190K | 0.03% | 94 |
|