M Holdings Securities’s NextEra Energy, Inc. NEE Stock Holding History

M Holdings Securities’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$870K	Buy	+12,434	New	+$870K	0.15%	98
2024 Q3	–	Sell	-57,001	Closed	-$4.04M	–	229
2024 Q2	$4.04M	Buy	+57,001	New	+$4.04M	0.52%	36
2024 Q1	–	Sell	-12,152	Closed	-$738K	–	166
2023 Q4	$738K	Sell	12,152 -1,799	-13%	-$109K	0.08%	137
2023 Q3	$799K	Buy	13,951 +9,642	+224%	+$552K	0.11%	130
2023 Q2	$320K	Sell	4,309 -11,009	-72%	-$818K	0.07%	104
2023 Q1	$1.18M	Sell	15,318 -3,188	-17%	-$246K	0.12%	93
2022 Q4	$1.55M	Sell	18,506 -125	-0.7%	-$10.5K	0.16%	115
2022 Q3	$1.46M	Buy	18,631 +2,421	+15%	+$190K	0.16%	115
2022 Q2	$1.26M	Sell	16,210 -947	-6%	-$73.4K	0.13%	135
2022 Q1	$1.45M	Buy	+17,157	New	+$1.45M	0.11%	146
2021 Q2	$1.59M	Sell	21,654 -2,274	-10%	-$167K	0.16%	118
2021 Q1	$1.81M	Buy	23,928 +3,441	+17%	+$260K	0.16%	127
2020 Q4	$1.58M	Buy	+20,487	New	+$1.58M	0.2%	101
2019 Q2	–	Sell	-17,264	Closed	-$834K	–	291
2019 Q1	$834K	Buy	17,264 +2,008	+13%	+$97K	0.19%	132
2018 Q4	$663K	Sell	15,256 -9,920	-39%	-$431K	0.21%	135
2018 Q3	$1.06M	Buy	25,176 +2,308	+10%	+$96.7K	0.28%	94
2018 Q2	$955K	Buy	22,868 +10,572	+86%	+$442K	0.26%	104
2018 Q1	$502K	Sell	12,296 -124	-1%	-$5.06K	0.15%	182
2017 Q4	$485K	Buy	12,420 +1,552	+14%	+$60.6K	0.15%	181
2017 Q3	$398K	Sell	10,868 -2,292	-17%	-$83.9K	0.13%	199
2017 Q2	$461K	Buy	13,160 +3,172	+32%	+$111K	0.16%	173
2017 Q1	$321K	Sell	9,988 -4,968	-33%	-$160K	0.12%	195
2016 Q4	$447K	Buy	14,956 +232	+2%	+$6.93K	0.15%	151
2016 Q3	$450K	Sell	14,724 -196	-1%	-$5.99K	0.21%	144
2016 Q2	$486K	Buy	14,920 +2,860	+24%	+$93.2K	0.25%	117
2016 Q1	$357K	Sell	12,060 -248	-2%	-$7.34K	0.22%	135
2015 Q4	$320K	Buy	12,308 +64	+0.5%	+$1.66K	0.21%	142
2015 Q3	$299K	Buy	+12,244	New	+$299K	0.21%	134
2015 Q1	–	Sell	-8,884	Closed	-$236K	–	193
2014 Q4	$236K	Buy	8,884 +1,592	+22%	+$42.3K	0.15%	152
2014 Q3	$124K	Buy	+7,292	New	+$124K	0.07%	243