McDonald Partners’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 | $2.48M | Buy |
35,629
+373
| +1% | +$25.9K | 0.59% | 42 |
|
|
2025
Q1 | $2.5M | Buy |
35,256
+459
| +1% | +$32.6K | 0.65% | 44 |
|
|
2024
Q4 | $2.49M | Buy |
34,797
+1,087
| +3% | +$77.9K | 0.64% | 43 |
|
|
2024
Q3 | $2.85M | Buy |
33,710
+189
| +0.6% | +$16K | 0.71% | 39 |
|
|
2024
Q2 | $2.37M | Buy |
33,521
+321
| +1% | +$22.7K | 0.64% | 42 |
|
|
2024
Q1 | $2.12M | Buy |
33,200
+1,780
| +6% | +$114K | 0.58% | 45 |
|
|
2023
Q4 | $1.91M | Buy |
31,420
+3,961
| +14% | +$241K | 0.57% | 47 |
|
|
2023
Q3 | $1.57M | Buy |
27,459
+740
| +3% | +$42.4K | 0.51% | 54 |
|
|
2023
Q2 | $1.98M | Buy |
26,719
+257
| +1% | +$19.1K | 0.61% | 43 |
|
|
2023
Q1 | $2.04M | Buy |
26,462
+997
| +4% | +$76.8K | 0.66% | 42 |
|
|
2022
Q4 | $2.13M | Buy |
25,465
+97
| +0.4% | +$8.11K | 0.73% | 38 |
|
|
2022
Q3 | $1.99M | Sell |
25,368
-589
| -2% | -$46.2K | 0.76% | 37 |
|
|
2022
Q2 | $2.01M | Buy |
25,957
+132
| +0.5% | +$10.2K | 0.51% | 53 |
|
|
2022
Q1 | $2.19M | Buy |
+25,825
| New | +$2.19M | 0.48% | 58 |
|
|
2021
Q4 | – | Sell |
-24,035
| Closed | -$1.89M | – | 665 |
|
|
2021
Q3 | $1.89M | Buy |
24,035
+1,040
| +5% | +$81.7K | 0.44% | 64 |
|
|
2021
Q2 | $1.69M | Sell |
22,995
-250
| -1% | -$18.3K | 0.4% | 70 |
|
|
2021
Q1 | $1.76M | Buy |
23,245
+3,785
| +19% | +$286K | 0.45% | 65 |
|
|
2020
Q4 | $1.5M | Buy |
+19,460
| New | +$1.5M | 0.42% | 72 |
|