TCM
TruNorth Capital Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Hold |
1,768
| – | – | 0.03% | 105 |
|
|
2025
Q1 | $125K | Hold |
1,768
| – | – | 0.03% | 123 |
|
|
2024
Q4 | $127K | Sell |
1,768
-50
| -3% | -$3.59K | 0.03% | 92 |
|
|
2024
Q3 | $154K | Buy |
1,818
+118
| +7% | +$9.98K | 0.05% | 75 |
|
|
2024
Q2 | $120K | Buy |
1,700
+900
| +113% | +$63.7K | 0.04% | 80 |
|
|
2024
Q1 | $51.1K | Buy |
+800
| New | +$51.1K | 0.02% | 103 |
|