MWM
Mattern Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
17,856
-355
| -2% | -$24.6K | 0.26% | 53 |
|
|
2025
Q1 | $1.29M | Sell |
18,211
-323
| -2% | -$22.9K | 0.29% | 57 |
|
|
2024
Q4 | $1.33M | Sell |
18,534
-555
| -3% | -$39.8K | 0.29% | 60 |
|
|
2024
Q3 | $1.61M | Sell |
19,089
-1,229
| -6% | -$104K | 0.35% | 59 |
|
|
2024
Q2 | $1.44M | Sell |
20,318
-19,949
| -50% | -$1.41M | 0.35% | 65 |
|
|
2024
Q1 | $2.57M | Sell |
40,267
-1,726
| -4% | -$110K | 0.63% | 47 |
|
|
2023
Q4 | $2.55M | Sell |
41,993
-350
| -0.8% | -$21.3K | 0.66% | 45 |
|
|
2023
Q3 | $2.43M | Buy |
42,343
+1,458
| +4% | +$83.5K | 0.71% | 41 |
|
|
2023
Q2 | $3.03M | Buy |
40,885
+4,041
| +11% | +$300K | 0.89% | 27 |
|
|
2023
Q1 | $2.84M | Buy |
36,844
+2,191
| +6% | +$169K | 0.94% | 24 |
|
|
2022
Q4 | $2.9M | Sell |
34,653
-742
| -2% | -$62K | 1.17% | 23 |
|
|
2022
Q3 | $2.78M | Sell |
35,395
-69
| -0.2% | -$5.41K | 1.12% | 22 |
|
|
2022
Q2 | $2.75M | Buy |
35,464
+71
| +0.2% | +$5.5K | 1.08% | 26 |
|
|
2022
Q1 | $3M | Buy |
35,393
+16,714
| +89% | +$1.42M | 0.98% | 28 |
|
|
2021
Q4 | $1.74M | Sell |
18,679
-1,269
| -6% | -$118K | 0.51% | 46 |
|
|
2021
Q3 | $1.57M | Sell |
19,948
-1,171
| -6% | -$91.9K | 0.53% | 51 |
|
|
2021
Q2 | $1.65M | Sell |
21,119
-11,540
| -35% | -$899K | 0.52% | 49 |
|
|
2021
Q1 | $2.47M | Sell |
32,659
-12,375
| -27% | -$936K | 0.87% | 30 |
|
|
2020
Q4 | $3.47M | Buy |
45,034
+33,462
| +289% | +$2.58M | 1.31% | 19 |
|
|
2020
Q3 | $3.21M | Buy |
11,572
+718
| +7% | +$199K | 1.38% | 23 |
|
|
2020
Q2 | $2.61M | Buy |
10,854
+930
| +9% | +$223K | 1.27% | 21 |
|
|
2020
Q1 | $2.39M | Sell |
9,924
-131
| -1% | -$31.5K | 1.72% | 11 |
|
|
2019
Q4 | $2.44M | Buy |
+10,055
| New | +$2.44M | 1.46% | 16 |
|