Marathon 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 | $219K | Hold |
3,159
| – | – | 0.06% | 143 |
|
|
2025
Q1 | $224K | Hold |
3,159
| – | – | 0.06% | 138 |
|
|
2024
Q4 | $226K | Buy |
3,159
+9
| +0.3% | +$645 | 0.06% | 137 |
|
|
2024
Q3 | $266K | Hold |
3,150
| – | – | 0.06% | 123 |
|
|
2024
Q2 | $223K | Sell |
3,150
-200
| -6% | -$14.2K | 0.06% | 128 |
|
|
2024
Q1 | $214K | Hold |
3,350
| – | – | 0.05% | 131 |
|
|
2023
Q4 | $203K | Buy |
+3,350
| New | +$203K | 0.05% | 138 |
|
|
2023
Q3 | – | Sell |
-3,350
| Closed | -$249K | – | 166 |
|
|
2023
Q2 | $249K | Sell |
3,350
-250
| -7% | -$18.6K | 0.06% | 127 |
|
|
2023
Q1 | $277K | Hold |
3,600
| – | – | 0.07% | 128 |
|
|
2022
Q4 | $301K | Hold |
3,600
| – | – | 0.08% | 116 |
|
|
2022
Q3 | $282K | Hold |
3,600
| – | – | 0.08% | 122 |
|
|
2022
Q2 | $279K | Buy |
+3,600
| New | +$279K | 0.09% | 114 |
|
|
2022
Q1 | – | Sell |
-3,850
| Closed | -$359K | – | 138 |
|
|
2021
Q4 | $359K | Sell |
3,850
-400
| -9% | -$37.3K | 0.08% | 120 |
|
|
2021
Q3 | $334K | Sell |
4,250
-262
| -6% | -$20.6K | 0.08% | 143 |
|
|
2021
Q2 | $330K | Sell |
4,512
-50
| -1% | -$3.66K | 0.08% | 122 |
|
|
2021
Q1 | $344K | Sell |
4,562
-310
| -6% | -$23.4K | 0.09% | 112 |
|
|
2020
Q4 | $375K | Hold |
4,872
| – | – | 0.11% | 100 |
|
|
2020
Q3 | $338K | Buy |
+4,872
| New | +$338K | 0.12% | 95 |
|
|
2018
Q3 | – | Sell |
-5,160
| Closed | -$215K | – | 124 |
|
|
2018
Q2 | $215K | Buy |
+5,160
| New | +$215K | 0.08% | 91 |
|