Mather Group’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
Q2 | $686K | Sell |
9,878
-2,729
| -22% | -$189K | 0.01% | 327 |
|
|
2025
Q1 | $894K | Buy |
12,607
+4,069
| +48% | +$288K | 0.01% | 272 |
|
|
2024
Q4 | $612K | Sell |
8,538
-1,719
| -17% | -$123K | 0.01% | 315 |
|
|
2024
Q3 | $867K | Sell |
10,257
-3,048
| -23% | -$258K | 0.01% | 259 |
|
|
2024
Q2 | $850K | Sell |
13,305
-3,096
| -19% | -$198K | 0.01% | 289 |
|
|
2024
Q1 | $996K | Buy |
16,401
+47
| +0.3% | +$2.86K | 0.02% | 221 |
|
|
2023
Q4 | $993K | Sell |
16,354
-3,856
| -19% | -$234K | 0.02% | 229 |
|
|
2023
Q3 | $1.16M | Buy |
20,210
+4,257
| +27% | +$244K | 0.02% | 198 |
|
|
2023
Q2 | $1.18M | Buy |
15,953
+5,043
| +46% | +$374K | 0.02% | 206 |
|
|
2023
Q1 | $841K | Sell |
10,910
-2,514
| -19% | -$194K | 0.01% | 240 |
|
|
2022
Q4 | $1.12M | Sell |
13,424
-807
| -6% | -$67.5K | 0.02% | 194 |
|
|
2022
Q3 | $1.12M | Buy |
14,231
+4,713
| +50% | +$369K | 0.02% | 181 |
|
|
2022
Q2 | $737K | Sell |
9,518
-1,356
| -12% | -$105K | 0.02% | 210 |
|
|
2022
Q1 | $921K | Sell |
10,874
-408
| -4% | -$34.6K | 0.02% | 185 |
|
|
2021
Q4 | $1.05M | Buy |
11,282
+7,739
| +218% | +$722K | 0.02% | 146 |
|
|
2021
Q3 | $278K | Buy |
3,543
+61
| +2% | +$4.79K | 0.01% | 234 |
|
|
2021
Q2 | $255K | Buy |
3,482
+70
| +2% | +$5.13K | 0.01% | 233 |
|
|
2021
Q1 | $258K | Buy |
3,412
+580
| +20% | +$43.9K | 0.01% | 224 |
|
|
2020
Q4 | $219K | Buy |
+2,832
| New | +$219K | 0.01% | 226 |
|