Mather Group’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$843K Buy
2025
Q2
$686K Sell
2025
Q1
$894K Buy
2024
Q4
$612K Sell
2024
Q3
$867K Sell
2024
Q2
$850K Sell
2024
Q1
$996K Buy
2023
Q4
$993K Sell
2023
Q3
$1.16M Buy
2023
Q2
$1.18M Buy
2023
Q1
$841K Sell
2022
Q4
$1.12M Sell
2022
Q3
$1.11M Buy
2022
Q2
$737K Sell
2022
Q1
$921K Sell
2021
Q4
$1.05M Buy
2021
Q3
$278K Buy
2021
Q2
$255K Buy
2021
Q1
$258K Buy
2020
Q4
$219K Buy