ML
McAdam LLC’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
4,919
-150
| -3% | -$10.4K | 0.02% | 264 |
|
|
2025
Q1 | $359K | Buy |
5,069
+117
| +2% | +$8.29K | 0.02% | 232 |
|
|
2024
Q4 | $355K | Buy |
4,952
+663
| +15% | +$47.5K | 0.02% | 249 |
|
|
2024
Q3 | $363K | Buy |
4,289
+154
| +4% | +$13K | 0.02% | 227 |
|
|
2024
Q2 | $293K | Buy |
4,135
+150
| +4% | +$10.6K | 0.02% | 242 |
|
|
2024
Q1 | $255K | Buy |
3,985
+337
| +9% | +$21.5K | 0.02% | 253 |
|
|
2023
Q4 | $222K | Buy |
3,648
+112
| +3% | +$6.8K | 0.02% | 252 |
|
|
2023
Q3 | $203K | Buy |
3,536
+402
| +13% | +$23K | 0.02% | 247 |
|
|
2023
Q2 | $233K | Buy |
3,134
+157
| +5% | +$11.7K | 0.02% | 233 |
|
|
2023
Q1 | $229K | Sell |
2,977
-655
| -18% | -$50.5K | 0.02% | 229 |
|
|
2022
Q4 | $339K | Buy |
3,632
+258
| +8% | +$24.1K | 0.03% | 133 |
|
|
2022
Q3 | $265K | Buy |
3,374
+145
| +4% | +$11.4K | 0.03% | 183 |
|
|
2022
Q2 | $250K | Sell |
3,229
-404
| -11% | -$31.3K | 0.03% | 194 |
|
|
2022
Q1 | $308K | Buy |
3,633
+1
| +0% | +$85 | 0.03% | 160 |
|
|
2021
Q4 | $339K | Sell |
3,632
-328
| -8% | -$30.6K | 0.03% | 133 |
|
|
2021
Q3 | $311K | Buy |
3,960
+61
| +2% | +$4.79K | 0.03% | 131 |
|
|
2021
Q2 | $305K | Sell |
3,899
-96
| -2% | -$7.51K | 0.03% | 133 |
|
|
2021
Q1 | $302K | Buy |
3,995
+129
| +3% | +$9.75K | 0.04% | 119 |
|
|
2020
Q4 | $308K | Buy |
+3,866
| New | +$308K | 0.05% | 120 |
|
|
2018
Q4 | – | Sell |
-536
| Closed | -$91K | – | 424 |
|
|
2018
Q3 | $91K | Buy |
536
+444
| +483% | +$75.4K | 0.03% | 117 |
|
|
2018
Q2 | $15K | Sell |
92
-36
| -28% | -$5.87K | 0.01% | 287 |
|
|
2018
Q1 | $21K | Buy |
+128
| New | +$21K | 0.01% | 236 |
|