MPWT
MassMutual Private Wealth & Trust’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8M | Buy |
299,846
+13,684
| +5% | +$950K | 0.55% | 48 |
|
|
2025
Q1 | $20.3M | Buy |
286,162
+32,918
| +13% | +$2.33M | 0.59% | 46 |
|
|
2024
Q4 | $18.2M | Sell |
253,244
-3,750
| -1% | -$269K | 0.51% | 52 |
|
|
2024
Q3 | $21.7M | Buy |
256,994
+9,530
| +4% | +$806K | 0.62% | 46 |
|
|
2024
Q2 | $17.5M | Buy |
247,464
+28,803
| +13% | +$2.04M | 0.53% | 51 |
|
|
2024
Q1 | $14M | Buy |
218,661
+65,961
| +43% | +$4.22M | 0.43% | 61 |
|
|
2023
Q4 | $9.27M | Sell |
152,700
-42,254
| -22% | -$2.57M | 0.31% | 76 |
|
|
2023
Q3 | $11.2M | Buy |
194,954
+11,002
| +6% | +$630K | 0.41% | 65 |
|
|
2023
Q2 | $13.6M | Buy |
183,952
+35,965
| +24% | +$2.67M | 0.49% | 55 |
|
|
2023
Q1 | $11.4M | Buy |
147,987
+6,883
| +5% | +$531K | 0.44% | 60 |
|
|
2022
Q4 | $11.8M | Buy |
141,104
+6,828
| +5% | +$571K | 0.49% | 55 |
|
|
2022
Q3 | $10.5M | Buy |
134,276
+6,399
| +5% | +$502K | 0.48% | 56 |
|
|
2022
Q2 | $9.91M | Buy |
127,877
+112,126
| +712% | +$8.68M | 0.43% | 63 |
|
|
2022
Q1 | $1.33M | Buy |
15,751
+4,907
| +45% | +$416K | 0.05% | 212 |
|
|
2021
Q4 | $1.01M | Sell |
10,844
-318
| -3% | -$29.7K | 0.04% | 238 |
|
|
2021
Q3 | $876K | Sell |
11,162
-275
| -2% | -$21.6K | 0.04% | 238 |
|
|
2021
Q2 | $838K | Sell |
11,437
-181
| -2% | -$13.3K | 0.04% | 243 |
|
|
2021
Q1 | $878K | Sell |
11,618
-3,668
| -24% | -$277K | 0.04% | 233 |
|
|
2020
Q4 | $1.18M | Buy |
15,286
+8,551
| +127% | +$660K | 0.06% | 199 |
|
|
2020
Q3 | $1.87M | Sell |
6,735
-17,537
| -72% | -$4.87M | 0.11% | 154 |
|
|
2020
Q2 | $5.83M | Sell |
24,272
-3,513
| -13% | -$844K | 0.38% | 66 |
|
|
2020
Q1 | $6.69M | Sell |
27,785
-1,040
| -4% | -$250K | 0.53% | 47 |
|
|
2019
Q4 | $6.98M | Sell |
28,825
-2,076
| -7% | -$503K | 0.43% | 62 |
|
|
2019
Q3 | $7.2M | Buy |
30,901
+123
| +0.4% | +$28.7K | 0.48% | 53 |
|
|
2019
Q2 | $6.31M | Sell |
30,778
-1,682
| -5% | -$345K | 0.44% | 58 |
|
|
2019
Q1 | $6.28M | Sell |
32,460
-1,077
| -3% | -$208K | 0.45% | 54 |
|
|
2018
Q4 | $5.83M | Buy |
33,537
+432
| +1% | +$75.1K | 0.5% | 46 |
|
|
2018
Q3 | $5.55M | Buy |
33,105
+8,948
| +37% | +$1.5M | 0.41% | 59 |
|
|
2018
Q2 | $4.03M | Sell |
24,157
-629
| -3% | -$105K | 0.32% | 79 |
|
|
2018
Q1 | $4.05M | Sell |
24,786
-1,859
| -7% | -$304K | 0.33% | 78 |
|
|
2017
Q4 | $4.16M | Buy |
26,645
+5,955
| +29% | +$930K | 0.34% | 74 |
|
|
2017
Q3 | $3.03M | Sell |
20,690
-1,570
| -7% | -$230K | 0.25% | 112 |
|
|
2017
Q2 | $3.12M | Sell |
22,260
-3,009
| -12% | -$422K | 0.28% | 107 |
|
|
2017
Q1 | $3.24M | Sell |
25,269
-3,313
| -12% | -$425K | 0.3% | 97 |
|
|
2016
Q4 | $3.41M | Buy |
+28,582
| New | +$3.41M | 0.42% | 69 |
|
|
2016
Q2 | $4.51M | Buy |
34,568
+11,334
| +49% | +$1.48M | 0.57% | 44 |
|
|
2016
Q1 | $2.75M | Buy |
23,234
+4,831
| +26% | +$572K | 0.37% | 69 |
|
|
2015
Q4 | $1.91M | Buy |
18,403
+5,702
| +45% | +$592K | 0.27% | 98 |
|
|
2015
Q3 | $1.19M | Buy |
12,701
+2,536
| +25% | +$238K | 0.25% | 105 |
|
|
2015
Q2 | $1.04M | Sell |
10,165
-7,743
| -43% | -$794K | 0.23% | 110 |
|
|
2015
Q1 | $1.86M | Sell |
17,908
-1,509
| -8% | -$157K | 0.31% | 83 |
|
|
2014
Q4 | $2.06M | Buy |
19,417
+6,716
| +53% | +$714K | 0.67% | 40 |
|
|
2014
Q3 | $1.19M | Buy |
12,701
+2,536
| +25% | +$238K | 0.24% | 106 |
|
|
2014
Q2 | $1.04M | Buy |
10,165
+1,213
| +14% | +$124K | 0.41% | 65 |
|
|
2014
Q1 | $856K | Buy |
8,952
+6,482
| +262% | +$620K | 0.5% | 57 |
|
|
2013
Q4 | $211K | Buy |
+2,470
| New | +$211K | 0.19% | 105 |
|