MTC
Matrix Trust Company’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,443
| Closed | -$1.73M | – | 269 |
|
|
2024
Q3 | $1.73M | Sell |
20,443
-485
| -2% | -$41K | 0.32% | 44 |
|
|
2024
Q2 | $1.48M | Buy |
20,928
+307
| +1% | +$21.7K | 0.33% | 44 |
|
|
2024
Q1 | $1.32M | Sell |
20,621
-476
| -2% | -$30.4K | 0.3% | 43 |
|
|
2023
Q4 | $1.28M | Sell |
21,097
-22
| -0.1% | -$1.34K | 0.3% | 42 |
|
|
2023
Q3 | $1.21M | Buy |
21,119
+496
| +2% | +$28.4K | 0.32% | 44 |
|
|
2023
Q2 | $1.53M | Buy |
20,623
+1,366
| +7% | +$101K | 0.39% | 34 |
|
|
2023
Q1 | $1.48M | Sell |
19,257
-2,259
| -10% | -$174K | 0.4% | 32 |
|
|
2022
Q4 | $1.8M | Buy |
21,516
+5,650
| +36% | +$472K | 0.46% | 21 |
|
|
2022
Q3 | $1.24M | Buy |
15,866
+4,429
| +39% | +$347K | 0.35% | 19 |
|
|
2022
Q2 | $886K | Buy |
11,437
+7,492
| +190% | +$580K | 0.24% | 21 |
|
|
2022
Q1 | $334K | Buy |
+3,945
| New | +$334K | 0.08% | 28 |
|