Marino Stram & Associates’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
Q1 | – | Sell |
-2,833
| Closed | -$203K | – | 170 |
|
|
2024
Q4 | $203K | Buy |
+2,833
| New | +$203K | 0.04% | 167 |
|
|
2023
Q3 | – | Sell |
-3,821
| Closed | -$284K | – | 165 |
|
|
2023
Q2 | $284K | Buy |
3,821
+787
| +26% | +$58.4K | 0.08% | 131 |
|
|
2023
Q1 | $234K | Buy |
3,034
+380
| +14% | +$29.3K | 0.07% | 142 |
|
|
2022
Q4 | $222K | Buy |
2,654
+2
| +0.1% | +$167 | 0.07% | 140 |
|
|
2022
Q3 | $208K | Buy |
+2,652
| New | +$208K | 0.08% | 132 |
|
|
2021
Q3 | – | Sell |
-32,785
| Closed | -$2.4M | – | 238 |
|
|
2021
Q2 | $2.4M | Buy |
+32,785
| New | +$2.4M | 0.63% | 45 |
|
|
2019
Q2 | – | Sell |
-436
| Closed | -$21K | – | 397 |
|
|
2019
Q1 | $21K | Buy |
436
+20
| +5% | +$963 | 0.02% | 240 |
|
|
2018
Q4 | $18K | Sell |
416
-268
| -39% | -$11.6K | 0.02% | 224 |
|
|
2018
Q3 | $29K | Sell |
684
-1,200
| -64% | -$50.9K | 0.02% | 210 |
|
|
2018
Q2 | $79K | Hold |
1,884
| – | – | 0.07% | 131 |
|
|
2018
Q1 | $77K | Hold |
1,884
| – | – | 0.07% | 136 |
|
|
2017
Q4 | $74K | Buy |
+1,884
| New | +$74K | 0.07% | 139 |
|