TI
TrueMark Investments’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.07M | Buy |
101,893
+8,302
| +9% | +$576K | 1.53% | 12 |
|
|
2025
Q1 | $6.63M | Buy |
93,591
+29,021
| +45% | +$2.06M | 1.74% | 10 |
|
|
2024
Q4 | $4.63M | Sell |
64,570
-24,097
| -27% | -$1.73M | 1.48% | 26 |
|
|
2024
Q3 | $7.5M | Buy |
88,667
+6,347
| +8% | +$537K | 2.41% | 1 |
|
|
2024
Q2 | $5.83M | Buy |
82,320
+35,051
| +74% | +$2.48M | 1.99% | 3 |
|
|
2024
Q1 | $3.02M | Sell |
47,269
-369
| -0.8% | -$23.6K | 2.77% | 9 |
|
|
2023
Q4 | $2.89M | Buy |
+47,638
| New | +$2.89M | 2.88% | 3 |
|