MWM
Mascoma Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.6K | Hold |
455
| – | – | 0.01% | 226 |
|
|
2025
Q1 | $32.3K | Sell |
455
-188
| -29% | -$13.3K | 0.01% | 226 |
|
|
2024
Q4 | $46.1K | Buy |
643
+188
| +41% | +$13.5K | 0.01% | 204 |
|
|
2024
Q3 | $38.5K | Sell |
455
-133
| -23% | -$11.2K | 0.01% | 213 |
|
|
2024
Q2 | $41.6K | Buy |
588
+57
| +11% | +$4.04K | 0.01% | 207 |
|
|
2024
Q1 | $33.9K | Sell |
531
-56
| -10% | -$3.58K | 0.01% | 217 |
|
|
2023
Q4 | $35.7K | Sell |
587
-149
| -20% | -$9.05K | 0.01% | 216 |
|
|
2023
Q3 | $42.2K | Buy |
736
+127
| +21% | +$7.28K | 0.01% | 206 |
|
|
2023
Q2 | $41.8K | Sell |
609
-620
| -50% | -$42.6K | 0.01% | 203 |
|
|
2023
Q1 | $94.2K | Sell |
1,229
-16
| -1% | -$1.23K | 0.03% | 168 |
|
|
2022
Q4 | $104K | Sell |
1,245
-1,261
| -50% | -$105K | 0.03% | 159 |
|
|
2022
Q3 | $196K | Buy |
2,506
+1,004
| +67% | +$78.5K | 0.07% | 111 |
|
|
2022
Q2 | $116K | Buy |
1,502
+19
| +1% | +$1.47K | 0.04% | 158 |
|
|
2022
Q1 | $126K | Buy |
1,483
+312
| +27% | +$26.5K | 0.04% | 158 |
|
|
2021
Q4 | $109K | Buy |
1,171
+616
| +111% | +$57.3K | 0.04% | 159 |
|
|
2021
Q3 | $44K | Buy |
+555
| New | +$44K | 0.02% | 218 |
|
|
2021
Q2 | – | Sell |
-460
| Closed | -$35K | – | 331 |
|
|
2021
Q1 | $35K | Buy |
+460
| New | +$35K | 0.02% | 247 |
|
|
2019
Q2 | – | Sell |
-11
| Closed | -$2K | – | 401 |
|
|
2019
Q1 | $2K | Sell |
11
-160
| -94% | -$29.1K | ﹤0.01% | 356 |
|
|
2018
Q4 | $30K | Hold |
171
| – | – | 0.02% | 175 |
|
|
2018
Q3 | $29K | Hold |
171
| – | – | 0.02% | 205 |
|
|
2018
Q2 | $29K | Buy |
171
+11
| +7% | +$1.87K | 0.02% | 195 |
|
|
2018
Q1 | $26K | Hold |
160
| – | – | 0.02% | 199 |
|
|
2017
Q4 | $25K | Buy |
+160
| New | +$25K | 0.02% | 197 |
|
|
2017
Q2 | – | Sell |
-600
| Closed | -$77K | – | 435 |
|
|
2017
Q1 | $77K | Hold |
600
| – | – | 0.06% | 121 |
|
|
2016
Q4 | $72K | Buy |
+600
| New | +$72K | 0.05% | 122 |
|