MFT
Moisand Fitzgerald Tamayo’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Hold |
4,719
| – | – | 0.04% | 92 |
|
|
2025
Q1 | $335K | Sell |
4,719
-21
| -0.4% | -$1.49K | 0.05% | 88 |
|
|
2024
Q4 | $340K | Hold |
4,740
| – | – | 0.05% | 87 |
|
|
2024
Q3 | $401K | Sell |
4,740
-16
| -0.3% | -$1.35K | 0.06% | 79 |
|
|
2024
Q2 | $337K | Sell |
4,756
-16
| -0.3% | -$1.13K | 0.05% | 82 |
|
|
2024
Q1 | $305K | Sell |
4,772
-109
| -2% | -$6.97K | 0.05% | 87 |
|
|
2023
Q4 | $296K | Sell |
4,881
-5,226
| -52% | -$317K | 0.05% | 85 |
|
|
2023
Q3 | $579K | Sell |
10,107
-18
| -0.2% | -$1.03K | 0.12% | 61 |
|
|
2023
Q2 | $751K | Hold |
10,125
| – | – | 0.15% | 58 |
|
|
2023
Q1 | $780K | Sell |
10,125
-1,077
| -10% | -$83K | 0.17% | 57 |
|
|
2022
Q4 | $936K | Buy |
11,202
+240
| +2% | +$20.1K | 0.21% | 50 |
|
|
2022
Q3 | $860K | Buy |
10,962
+133
| +1% | +$10.4K | 0.24% | 48 |
|
|
2022
Q2 | $839K | Buy |
10,829
+10,072
| +1,331% | +$780K | 0.23% | 52 |
|
|
2022
Q1 | $64K | Sell |
757
-9,298
| -92% | -$786K | 0.03% | 96 |
|
|
2021
Q4 | $939K | Buy |
10,055
+4
| +0% | +$374 | 0.26% | 53 |
|
|
2021
Q3 | $789K | Hold |
10,051
| – | – | 0.27% | 54 |
|
|
2021
Q2 | $737K | Hold |
10,051
| – | – | 0.27% | 52 |
|
|
2021
Q1 | $760K | Sell |
10,051
-42
| -0.4% | -$3.18K | 0.33% | 46 |
|
|
2020
Q4 | $779K | Buy |
10,093
+7,547
| +296% | +$582K | 0.35% | 46 |
|
|
2020
Q3 | $707K | Hold |
2,546
| – | – | 0.37% | 43 |
|
|
2020
Q2 | $611K | Sell |
2,546
-12
| -0.5% | -$2.88K | 0.34% | 48 |
|
|
2020
Q1 | $616K | Sell |
2,558
-35
| -1% | -$8.43K | 0.4% | 38 |
|
|
2019
Q4 | $628K | Hold |
2,593
| – | – | 0.32% | 48 |
|
|
2019
Q3 | $604K | Sell |
2,593
-131
| -5% | -$30.5K | 0.33% | 45 |
|
|
2019
Q2 | $558K | Hold |
2,724
| – | – | 0.3% | 50 |
|
|
2019
Q1 | $527K | Sell |
2,724
-18
| -0.7% | -$3.48K | 0.29% | 51 |
|
|
2018
Q4 | $477K | Hold |
2,742
| – | – | 0.3% | 51 |
|
|
2018
Q3 | $460K | Sell |
2,742
-178
| -6% | -$29.9K | 0.26% | 52 |
|
|
2018
Q2 | $488K | Hold |
2,920
| – | – | 0.28% | 51 |
|
|
2018
Q1 | $477K | Sell |
2,920
-47
| -2% | -$7.68K | 0.28% | 51 |
|
|
2017
Q4 | $463K | Sell |
2,967
-315
| -10% | -$49.2K | 0.27% | 44 |
|
|
2017
Q3 | $481K | Buy |
3,282
+47
| +1% | +$6.89K | 0.29% | 40 |
|
|
2017
Q2 | $453K | Hold |
3,235
| – | – | 0.31% | 41 |
|
|
2017
Q1 | $415K | Sell |
3,235
-171
| -5% | -$21.9K | 0.29% | 40 |
|
|
2016
Q4 | $407K | Sell |
3,406
-549
| -14% | -$65.6K | 0.3% | 42 |
|
|
2016
Q3 | $484K | Sell |
3,955
-32
| -0.8% | -$3.92K | 0.37% | 39 |
|
|
2016
Q2 | $520K | Sell |
3,987
-84
| -2% | -$11K | 0.42% | 36 |
|
|
2016
Q1 | $482K | Hold |
4,071
| – | – | 0.39% | 38 |
|
|
2015
Q4 | $423K | Buy |
+4,071
| New | +$423K | 0.36% | 39 |
|