WNY 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 | $348K | Buy |
5,020
+222
| +5% | +$15.4K | 0.04% | 167 |
|
|
2025
Q1 | $340K | Buy |
4,798
+203
| +4% | +$14.4K | 0.04% | 174 |
|
|
2024
Q4 | $329K | Sell |
4,595
-656
| -12% | -$47K | 0.04% | 160 |
|
|
2024
Q3 | $444K | Sell |
5,251
-540
| -9% | -$45.6K | 0.05% | 153 |
|
|
2024
Q2 | $410K | Buy |
5,791
+214
| +4% | +$15.2K | 0.05% | 161 |
|
|
2024
Q1 | $356K | Buy |
5,577
+19
| +0.3% | +$1.21K | 0.05% | 174 |
|
|
2023
Q4 | $338K | Buy |
5,558
+378
| +7% | +$23K | 0.06% | 174 |
|
|
2023
Q3 | $297K | Buy |
5,180
+441
| +9% | +$25.3K | 0.06% | 176 |
|
|
2023
Q2 | $352K | Buy |
4,739
+36
| +0.8% | +$2.67K | 0.07% | 148 |
|
|
2023
Q1 | $362K | Sell |
4,703
-804
| -15% | -$62K | 0.09% | 143 |
|
|
2022
Q4 | $460K | Buy |
5,507
+1,924
| +54% | +$161K | 0.12% | 119 |
|
|
2022
Q3 | $280K | Hold |
3,583
| – | – | 0.1% | 130 |
|
|
2022
Q2 | $278K | Sell |
3,583
-60
| -2% | -$4.66K | 0.09% | 126 |
|
|
2022
Q1 | $309K | Sell |
3,643
-4
| -0.1% | -$339 | 0.1% | 129 |
|
|
2021
Q4 | $338K | Sell |
3,647
-108
| -3% | -$10K | 0.1% | 121 |
|
|
2021
Q3 | $295K | Sell |
3,755
-2
| -0.1% | -$157 | 0.1% | 119 |
|
|
2021
Q2 | $275K | Buy |
3,757
+123
| +3% | +$9K | 0.1% | 122 |
|
|
2021
Q1 | $275K | Buy |
3,634
+208
| +6% | +$15.7K | 0.11% | 106 |
|
|
2020
Q4 | $264K | Buy |
+3,426
| New | +$264K | 0.13% | 74 |
|