Burns Matteson Capital 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 | $577K | Sell |
8,310
-39
| -0.5% | -$2.71K | 0.28% | 57 |
|
|
2025
Q1 | $592K | Sell |
8,349
-97
| -1% | -$6.88K | 0.32% | 53 |
|
|
2024
Q4 | $605K | Sell |
8,446
-87
| -1% | -$6.24K | 0.34% | 60 |
|
|
2024
Q3 | $721K | Sell |
8,533
-1,093
| -11% | -$92.4K | 0.4% | 51 |
|
|
2024
Q2 | $682K | Sell |
9,626
-240
| -2% | -$17K | 0.43% | 50 |
|
|
2024
Q1 | $631K | Sell |
9,866
-175
| -2% | -$11.2K | 0.41% | 52 |
|
|
2023
Q4 | $610K | Sell |
10,041
-56
| -0.6% | -$3.4K | 0.43% | 81 |
|
|
2023
Q3 | $578K | Buy |
10,097
+52
| +0.5% | +$2.98K | 0.37% | 71 |
|
|
2023
Q2 | $745K | Sell |
10,045
-166
| -2% | -$12.3K | 0.46% | 40 |
|
|
2023
Q1 | $787K | Sell |
10,211
-72
| -0.7% | -$5.55K | 0.5% | 35 |
|
|
2022
Q4 | $860K | Buy |
10,283
+994
| +11% | +$83.1K | 0.57% | 34 |
|
|
2022
Q3 | $728K | Sell |
9,289
-65
| -0.7% | -$5.1K | 0.54% | 31 |
|
|
2022
Q2 | $725K | Hold |
9,354
| – | – | 0.51% | 48 |
|
|
2022
Q1 | $792K | Buy |
9,354
+1
| +0% | +$85 | 0.55% | 34 |
|
|
2021
Q4 | $873K | Hold |
9,353
| – | – | 0.59% | 36 |
|
|
2021
Q3 | $734K | Hold |
9,353
| – | – | 0.56% | 35 |
|
|
2021
Q2 | $685K | Buy |
9,353
+364
| +4% | +$26.7K | 0.54% | 32 |
|
|
2021
Q1 | $680K | Sell |
8,989
-599
| -6% | -$45.3K | 0.65% | 27 |
|
|
2020
Q4 | $740K | Buy |
+9,588
| New | +$740K | 0.82% | 24 |
|