Verity Asset Management’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 | $273K | Buy |
3,929
+452
| +13% | +$31.4K | 0.13% | 160 |
|
|
2025
Q1 | $247K | Hold |
3,477
| – | – | 0.1% | 164 |
|
|
2024
Q4 | $247K | Hold |
3,477
| – | – | 0.14% | 157 |
|
|
2024
Q3 | $294K | Buy |
+3,477
| New | +$294K | 0.11% | 159 |
|
|
2023
Q3 | – | Sell |
-5,715
| Closed | -$424K | – | 182 |
|
|
2023
Q2 | $424K | Sell |
5,715
-34
| -0.6% | -$2.52K | 0.31% | 86 |
|
|
2023
Q1 | $443K | Buy |
5,749
+2,136
| +59% | +$165K | 0.26% | 99 |
|
|
2022
Q4 | $302K | Sell |
3,613
-2,148
| -37% | -$180K | 0.26% | 117 |
|
|
2022
Q3 | $452K | Buy |
+5,761
| New | +$452K | 0.47% | 77 |
|
|
2022
Q1 | $377K | Buy |
4,443
+913
| +26% | +$77.5K | 0.24% | 133 |
|
|
2021
Q4 | $330K | Buy |
3,530
+410
| +13% | +$38.3K | 0.19% | 136 |
|
|
2021
Q3 | $245K | Buy |
+3,120
| New | +$245K | 0.16% | 155 |
|