Mason Investment Advisory Services’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,145
| Closed | -$514K | – | 80 |
|
|
2022
Q4 | $514K | Buy |
6,145
+1,060
| +21% | +$88.6K | 0.05% | 34 |
|
|
2022
Q3 | $399K | Sell |
5,085
-164
| -3% | -$12.9K | 0.05% | 41 |
|
|
2022
Q2 | $407K | Sell |
5,249
-17,765
| -77% | -$1.38M | 0.04% | 42 |
|
|
2022
Q1 | $1.95M | Sell |
23,014
-144
| -0.6% | -$12.2K | 0.17% | 18 |
|
|
2021
Q4 | $2.16M | Sell |
23,158
-4,355
| -16% | -$407K | 0.18% | 19 |
|
|
2021
Q3 | $2.16M | Hold |
27,513
| – | – | 0.22% | 16 |
|
|
2021
Q2 | $2.02M | Buy |
27,513
+3,893
| +16% | +$285K | 0.2% | 15 |
|
|
2021
Q1 | $1.79M | Hold |
23,620
| – | – | 0.19% | 17 |
|
|
2020
Q4 | $1.82M | Hold |
23,620
| – | – | 0.22% | 12 |
|
|
2020
Q3 | $1.64M | Hold |
23,620
| – | – | 0.24% | 11 |
|
|
2020
Q2 | $1.42M | Buy |
23,620
+1,352
| +6% | +$81.2K | 0.21% | 13 |
|
|
2020
Q1 | $1.34M | Buy |
22,268
+2,040
| +10% | +$123K | 0.23% | 18 |
|
|
2019
Q4 | $1.22M | Hold |
20,228
| – | – | 0.18% | 41 |
|
|
2019
Q3 | $1.18M | Hold |
20,228
| – | – | 0.19% | 39 |
|
|
2019
Q2 | $1.04M | Hold |
20,228
| – | – | 0.17% | 44 |
|
|
2019
Q1 | $978K | Buy |
+20,228
| New | +$978K | 0.27% | 48 |
|