MAA
Matrix Asset Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5M | Buy |
266,053
+11,430
| +4% | +$793K | 1.87% | 21 |
|
|
2025
Q1 | $18.1M | Buy |
254,623
+22,308
| +10% | +$1.58M | 1.99% | 17 |
|
|
2024
Q4 | $16.7M | Buy |
232,315
+2,289
| +1% | +$164K | 1.82% | 22 |
|
|
2024
Q3 | $19.4M | Sell |
230,026
-462
| -0.2% | -$39.1K | 2.16% | 18 |
|
|
2024
Q2 | $16.3M | Sell |
230,488
-1,551
| -0.7% | -$110K | 1.95% | 19 |
|
|
2024
Q1 | $14.8M | Buy |
232,039
+44,151
| +23% | +$2.82M | 1.77% | 23 |
|
|
2023
Q4 | $11.4M | Buy |
187,888
+31,305
| +20% | +$1.9M | 1.45% | 32 |
|
|
2023
Q3 | $8.97M | Buy |
+156,583
| New | +$8.97M | 1.28% | 35 |
|