Trium Capital’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $618K | Sell |
8,897
-10,023
| -53% | -$696K | 0.15% | 39 |
|
2025
Q1 | $1.34M | Sell |
18,920
-3,197
| -14% | -$227K | 0.17% | 24 |
|
2024
Q4 | $1.59M | Sell |
22,117
-3,285
| -13% | -$236K | 0.23% | 15 |
|
2024
Q3 | $2.15M | Buy |
25,402
+2,370
| +10% | +$200K | 0.61% | 33 |
|
2024
Q2 | $1.63M | Buy |
23,032
+2,654
| +13% | +$188K | 0.21% | 49 |
|
2024
Q1 | $1.3M | Buy |
20,378
+6,226
| +44% | +$398K | 0.49% | 43 |
|
2023
Q4 | $860 | Buy |
14,152
+4,622
| +48% | +$281 | 0.07% | 39 |
|
2023
Q3 | $546 | Sell |
9,530
-1,494
| -14% | -$86 | 0.01% | 44 |
|
2023
Q2 | $818 | Buy |
11,024
+9,791
| +794% | +$727 | 0.17% | 47 |
|
2023
Q1 | $95K | Buy |
+1,233
| New | +$95K | 0.03% | 70 |
|