MAM
McLean Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
+3,029
| New | +$221K | 0.06% | 153 |
|
|
2025
Q1 | – | Sell |
-3,113
| Closed | -$223K | – | 156 |
|
|
2024
Q4 | $223K | Buy |
3,113
+223
| +8% | +$16K | 0.07% | 142 |
|
|
2024
Q3 | $242K | Buy |
2,890
+32
| +1% | +$2.68K | 0.07% | 139 |
|
|
2024
Q2 | $208K | Buy |
+2,858
| New | +$208K | 0.07% | 149 |
|
|
2023
Q3 | – | Sell |
-2,855
| Closed | -$212K | – | 135 |
|
|
2023
Q2 | $212K | Sell |
2,855
-87
| -3% | -$6.46K | 0.08% | 123 |
|
|
2023
Q1 | $227K | Sell |
2,942
-346
| -11% | -$26.7K | 0.09% | 114 |
|
|
2022
Q4 | $275K | Buy |
3,288
+202
| +7% | +$16.9K | 0.09% | 100 |
|
|
2022
Q3 | $237K | Buy |
3,086
+4
| +0.1% | +$307 | 0.09% | 104 |
|
|
2022
Q2 | $245K | Buy |
3,082
+20
| +0.7% | +$1.59K | 0.1% | 101 |
|
|
2022
Q1 | $259K | Buy |
3,062
+39
| +1% | +$3.3K | 0.19% | 97 |
|
|
2021
Q4 | $257K | Sell |
3,023
-859
| -22% | -$73K | 0.1% | 109 |
|
|
2021
Q3 | $332K | Buy |
3,882
+48
| +1% | +$4.11K | 0.13% | 86 |
|
|
2021
Q2 | $299K | Buy |
3,834
+52
| +1% | +$4.06K | 0.13% | 76 |
|
|
2021
Q1 | $292K | Hold |
3,782
| – | – | 0.23% | 71 |
|
|
2020
Q4 | $292K | Buy |
+3,782
| New | +$292K | 0.26% | 65 |
|