WIM
Warwick Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
3,567
-108
| -3% | -$7.5K | 0.05% | 107 |
|
|
2025
Q1 | $261K | Buy |
3,675
+417
| +13% | +$29.6K | 0.05% | 98 |
|
|
2024
Q4 | $234K | Sell |
3,258
-93
| -3% | -$6.67K | 0.05% | 88 |
|
|
2024
Q3 | $283K | Buy |
3,351
+74
| +2% | +$6.26K | 0.07% | 72 |
|
|
2024
Q2 | $232K | Buy |
+3,277
| New | +$232K | 0.05% | 97 |
|
|
2022
Q1 | – | Sell |
-2,305
| Closed | -$215K | – | 59 |
|
|
2021
Q4 | $215K | Buy |
+2,305
| New | +$215K | 0.11% | 52 |
|