M&R 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.22M | Buy |
14,432
+861
| +6% | +$72.8K | 0.27% | 55 |
|
|
2024
Q2 | $961K | Buy |
13,571
+20
| +0.1% | +$1.42K | 0.23% | 60 |
|
|
2024
Q1 | $866K | Sell |
13,551
-4,216
| -24% | -$269K | 0.21% | 66 |
|
|
2023
Q4 | $1.08M | Sell |
17,767
-3,772
| -18% | -$229K | 0.27% | 57 |
|
|
2023
Q3 | $1.23M | Sell |
21,539
-240
| -1% | -$13.7K | 0.34% | 50 |
|
|
2023
Q2 | $1.62M | Buy |
21,779
+883
| +4% | +$65.5K | 0.42% | 45 |
|
|
2023
Q1 | $1.61M | Sell |
20,896
-38
| -0.2% | -$2.93K | 0.45% | 45 |
|
|
2022
Q4 | $1.75M | Buy |
20,934
+75
| +0.4% | +$6.27K | 0.48% | 46 |
|
|
2022
Q3 | $1.64M | Buy |
20,859
+166
| +0.8% | +$13K | 0.46% | 47 |
|
|
2022
Q2 | $1.6M | Buy |
20,693
+2,278
| +12% | +$176K | 0.42% | 50 |
|
|
2022
Q1 | $1.56M | Buy |
18,415
+2,254
| +14% | +$191K | 0.33% | 54 |
|
|
2021
Q4 | $1.51M | Sell |
16,161
-5,150
| -24% | -$481K | 0.31% | 58 |
|
|
2021
Q3 | $1.67M | Hold |
21,311
| – | – | 0.38% | 49 |
|
|
2021
Q2 | $1.56M | Buy |
21,311
+100
| +0.5% | +$7.33K | 0.36% | 54 |
|
|
2021
Q1 | $1.6M | Buy |
21,211
+1,763
| +9% | +$133K | 0.4% | 47 |
|
|
2020
Q4 | $1.5M | Buy |
19,448
+1,548
| +9% | +$119K | 0.34% | 54 |
|
|
2020
Q3 | $1.24M | Sell |
17,900
-8,252
| -32% | -$573K | 0.31% | 59 |
|
|
2020
Q2 | $1.57M | Sell |
26,152
-200
| -0.8% | -$12K | 0.42% | 49 |
|
|
2020
Q1 | $1.59M | Sell |
26,352
-800
| -3% | -$48.1K | 0.47% | 49 |
|
|
2019
Q4 | $1.64M | Sell |
27,152
-644
| -2% | -$38.9K | 0.37% | 61 |
|
|
2019
Q3 | $1.62M | Sell |
27,796
-400
| -1% | -$23.3K | 0.38% | 63 |
|
|
2019
Q2 | $1.44M | Hold |
28,196
| – | – | 0.33% | 73 |
|
|
2019
Q1 | $1.35M | Buy |
28,196
+200
| +0.7% | +$9.58K | 0.31% | 72 |
|
|
2018
Q4 | $1.22M | Buy |
27,996
+3,340
| +14% | +$145K | 0.32% | 69 |
|
|
2018
Q3 | $1.03M | Hold |
24,656
| – | – | 0.23% | 89 |
|
|
2018
Q2 | $1.03M | Sell |
24,656
-2,632
| -10% | -$110K | 0.24% | 87 |
|
|
2018
Q1 | $1.11M | Hold |
27,288
| – | – | 0.26% | 77 |
|
|
2017
Q4 | $1.07M | Sell |
27,288
-508
| -2% | -$19.8K | 0.25% | 78 |
|
|
2017
Q3 | $1.02M | Sell |
27,796
-2,800
| -9% | -$103K | 0.25% | 85 |
|
|
2017
Q2 | $1.13M | Sell |
30,596
-104,720
| -77% | -$3.85M | 0.28% | 70 |
|
|
2017
Q1 | $1.02M | Sell |
135,316
-1,428
| -1% | -$10.8K | 0.26% | 79 |
|
|
2016
Q4 | $994K | Buy |
136,744
+3,044
| +2% | +$22.1K | 0.27% | 80 |
|
|
2016
Q3 | $924K | Sell |
133,700
-1,920
| -1% | -$13.3K | 0.26% | 82 |
|
|
2016
Q2 | $1.05M | Buy |
135,620
+104,080
| +330% | +$803K | 0.31% | 69 |
|
|
2016
Q1 | $933K | Sell |
31,540
-600
| -2% | -$17.7K | 0.28% | 77 |
|
|
2015
Q4 | $835K | Buy |
32,140
+800
| +3% | +$20.8K | 0.24% | 82 |
|
|
2015
Q3 | $764K | Sell |
31,340
-2,000
| -6% | -$48.8K | 0.21% | 87 |
|
|
2015
Q2 | $817K | Hold |
33,340
| – | – | 0.19% | 91 |
|
|
2015
Q1 | $867K | Sell |
33,340
-400
| -1% | -$10.4K | 0.21% | 88 |
|
|
2014
Q4 | $897K | Sell |
33,740
-800
| -2% | -$21.3K | 0.21% | 84 |
|
|
2014
Q3 | $811K | Hold |
34,540
| – | – | 0.19% | 95 |
|
|
2014
Q2 | $885K | Sell |
34,540
-36,528
| -51% | -$936K | 0.21% | 90 |
|
|
2014
Q1 | $1.7M | Sell |
71,068
-640
| -0.9% | -$15.3K | 0.41% | 51 |
|
|
2013
Q4 | $1.54K | Hold |
71,708
| – | – | 0.4% | 54 |
|
|
2013
Q3 | $1.44M | Sell |
71,708
-400
| -0.6% | -$8.02K | 0.4% | 52 |
|
|
2013
Q2 | $1.47M | Buy |
+72,108
| New | +$1.47M | 0.42% | 51 |
|