SAM
Synergy 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 | $396K | Hold |
5,706
| – | – | 0.05% | 133 |
|
|
2025
Q1 | $404K | Sell |
5,706
-5,709
| -50% | -$405K | 0.05% | 124 |
|
|
2024
Q4 | $892K | Buy |
11,415
+5,666
| +99% | +$443K | 0.07% | 125 |
|
|
2024
Q3 | $486K | Sell |
5,749
-23
| -0.4% | -$1.94K | 0.07% | 101 |
|
|
2024
Q2 | $409K | Sell |
5,772
-929
| -14% | -$65.8K | 0.06% | 96 |
|
|
2024
Q1 | $428K | Sell |
6,701
-190,305
| -97% | -$12.2M | 0.07% | 92 |
|
|
2023
Q4 | $12M | Buy |
197,006
+191,331
| +3,371% | +$11.6M | 2.14% | 18 |
|
|
2023
Q3 | $325K | Buy |
5,675
+218
| +4% | +$12.5K | 0.06% | 101 |
|
|
2023
Q2 | $405K | Buy |
5,457
+63
| +1% | +$4.68K | 0.1% | 72 |
|
|
2023
Q1 | $416K | Buy |
5,394
+194
| +4% | +$15K | 0.1% | 87 |
|
|
2022
Q4 | $435K | Hold |
5,200
| – | – | 0.11% | 75 |
|
|
2022
Q3 | $408K | Sell |
5,200
-48
| -0.9% | -$3.77K | 0.11% | 76 |
|
|
2022
Q2 | $407K | Buy |
+5,248
| New | +$407K | 0.11% | 76 |
|