Burns Matteson Capital Management’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$622K Sell
2025
Q2
$577K Sell
2025
Q1
$592K Sell
2024
Q4
$605K Sell
2024
Q3
$721K Sell
2024
Q2
$682K Sell
2024
Q1
$631K Sell
2023
Q4
$610K Sell
2023
Q3
$578K Buy
2023
Q2
$745K Sell
2023
Q1
$787K Sell
2022
Q4
$860K Buy
2022
Q3
$728K Sell
2022
Q2
$725K Hold
2022
Q1
$792K Buy
2021
Q4
$873K Hold
2021
Q3
$734K Hold
2021
Q2
$685K Buy
2021
Q1
$680K Sell
2020
Q4
$740K Buy