Marco Investment 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
Q4 | – | Sell |
-3,018
| Closed | -$255K | – | 230 |
|
|
2024
Q3 | $255K | Sell |
3,018
-150
| -5% | -$12.7K | 0.02% | 192 |
|
|
2024
Q2 | $224K | Hold |
3,168
| – | – | 0.02% | 194 |
|
|
2024
Q1 | $202K | Buy |
+3,168
| New | +$202K | 0.02% | 205 |
|
|
2023
Q4 | – | Sell |
-3,567
| Closed | -$204K | – | 208 |
|
|
2023
Q3 | $204K | Sell |
3,567
-951
| -21% | -$54.5K | 0.02% | 188 |
|
|
2023
Q2 | $335K | Hold |
4,518
| – | – | 0.04% | 156 |
|
|
2023
Q1 | $348K | Sell |
4,518
-200
| -4% | -$15.4K | 0.04% | 153 |
|
|
2022
Q4 | $394K | Sell |
4,718
-36
| -0.8% | -$3.01K | 0.05% | 151 |
|
|
2022
Q3 | $373K | Hold |
4,754
| – | – | 0.05% | 150 |
|
|
2022
Q2 | $368K | Hold |
4,754
| – | – | 0.04% | 154 |
|
|
2022
Q1 | $403K | Sell |
4,754
-860
| -15% | -$72.9K | 0.04% | 158 |
|
|
2021
Q4 | $524K | Sell |
5,614
-120
| -2% | -$11.2K | 0.05% | 151 |
|
|
2021
Q3 | $450K | Sell |
5,734
-750
| -12% | -$58.9K | 0.05% | 156 |
|
|
2021
Q2 | $475K | Hold |
6,484
| – | – | 0.06% | 147 |
|
|
2021
Q1 | $490K | Hold |
6,484
| – | – | 0.06% | 138 |
|
|
2020
Q4 | $500K | Hold |
6,484
| – | – | 0.07% | 129 |
|
|
2020
Q3 | $450K | Hold |
6,484
| – | – | 0.07% | 125 |
|
|
2020
Q2 | $389K | Buy |
6,484
+836
| +15% | +$50.2K | 0.07% | 127 |
|
|
2020
Q1 | $340K | Hold |
5,648
| – | – | 0.07% | 129 |
|
|
2019
Q4 | $342K | Hold |
5,648
| – | – | 0.05% | 145 |
|
|
2019
Q3 | $329K | Hold |
5,648
| – | – | 0.06% | 144 |
|
|
2019
Q2 | $289K | Sell |
5,648
-1,260
| -18% | -$64.5K | 0.05% | 154 |
|
|
2019
Q1 | $334K | Hold |
6,908
| – | – | 0.06% | 144 |
|
|
2018
Q4 | $300K | Hold |
6,908
| – | – | 0.06% | 148 |
|
|
2018
Q3 | $289K | Buy |
6,908
+60
| +0.9% | +$2.51K | 0.04% | 158 |
|
|
2018
Q2 | $286K | Hold |
6,848
| – | – | 0.04% | 161 |
|
|
2018
Q1 | $280K | Hold |
6,848
| – | – | 0.04% | 160 |
|
|
2017
Q4 | $267K | Hold |
6,848
| – | – | 0.04% | 161 |
|
|
2017
Q3 | $251K | Hold |
6,848
| – | – | 0.04% | 169 |
|
|
2017
Q2 | $240K | Hold |
6,848
| – | – | 0.04% | 170 |
|
|
2017
Q1 | $220K | Buy |
+6,848
| New | +$220K | 0.04% | 173 |
|