MSAM
Moloney Securities 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 | $2.78M | Sell |
40,104
-43
| -0.1% | -$2.99K | 0.34% | 56 |
|
|
2025
Q1 | $2.85M | Sell |
40,147
-5,625
| -12% | -$399K | 0.38% | 57 |
|
|
2024
Q4 | $3.28M | Buy |
45,772
+164
| +0.4% | +$11.8K | 0.44% | 58 |
|
|
2024
Q3 | $3.86M | Buy |
45,608
+488
| +1% | +$41.3K | 0.52% | 47 |
|
|
2024
Q2 | $3.19M | Sell |
45,120
-2,202
| -5% | -$156K | 0.46% | 54 |
|
|
2024
Q1 | $3.02M | Buy |
47,322
+6,184
| +15% | +$395K | 0.46% | 59 |
|
|
2023
Q4 | $2.5M | Buy |
41,138
+561
| +1% | +$34.1K | 0.4% | 65 |
|
|
2023
Q3 | $2.32M | Sell |
40,577
-291
| -0.7% | -$16.7K | 0.42% | 60 |
|
|
2023
Q2 | $3.03M | Buy |
40,868
+3,975
| +11% | +$295K | 0.54% | 44 |
|
|
2023
Q1 | $2.84M | Buy |
36,893
+2,685
| +8% | +$207K | 0.53% | 51 |
|
|
2022
Q4 | $2.86M | Sell |
34,208
-297
| -0.9% | -$24.8K | 0.63% | 42 |
|
|
2022
Q3 | $2.71M | Sell |
34,505
-650
| -2% | -$51K | 0.66% | 40 |
|
|
2022
Q2 | $2.72M | Sell |
35,155
-1,015
| -3% | -$78.6K | 0.64% | 37 |
|
|
2022
Q1 | $3.06M | Sell |
36,170
-2,917
| -7% | -$247K | 0.59% | 42 |
|
|
2021
Q4 | $3.65M | Sell |
39,087
-610
| -2% | -$56.9K | 0.62% | 33 |
|
|
2021
Q3 | $3.12M | Buy |
39,697
+3,665
| +10% | +$288K | 0.57% | 52 |
|
|
2021
Q2 | $2.64M | Buy |
36,032
+2,477
| +7% | +$181K | 0.48% | 65 |
|
|
2021
Q1 | $2.54M | Sell |
33,555
-10,797
| -24% | -$816K | 0.5% | 63 |
|
|
2020
Q4 | $3.42M | Buy |
44,352
+33,486
| +308% | +$2.58M | 0.76% | 30 |
|
|
2020
Q3 | $3.02M | Buy |
10,866
+591
| +6% | +$164K | 0.8% | 32 |
|
|
2020
Q2 | $2.47M | Buy |
10,275
+632
| +7% | +$152K | 0.72% | 37 |
|
|
2020
Q1 | $2.32M | Buy |
9,643
+4,988
| +107% | +$1.2M | 0.83% | 34 |
|
|
2019
Q4 | $1.13M | Buy |
4,655
+23
| +0.5% | +$5.57K | 0.35% | 91 |
|
|
2019
Q3 | $1.08M | Sell |
4,632
-39
| -0.8% | -$9.09K | 0.36% | 86 |
|
|
2019
Q2 | $957K | Sell |
4,671
-211
| -4% | -$43.2K | 0.32% | 94 |
|
|
2019
Q1 | $944K | Sell |
4,882
-201
| -4% | -$38.9K | 0.33% | 96 |
|
|
2018
Q4 | $883K | Buy |
5,083
+1,070
| +27% | +$186K | 0.36% | 87 |
|
|
2018
Q3 | $673K | Sell |
4,013
-922
| -19% | -$155K | 0.23% | 119 |
|
|
2018
Q2 | $824K | Sell |
4,935
-46
| -0.9% | -$7.68K | 0.31% | 102 |
|
|
2018
Q1 | $813K | Sell |
4,981
-383
| -7% | -$62.5K | 0.33% | 101 |
|
|
2017
Q4 | $838K | Buy |
5,364
+126
| +2% | +$19.7K | 0.35% | 95 |
|
|
2017
Q3 | $768K | Sell |
5,238
-32
| -0.6% | -$4.69K | 0.34% | 92 |
|
|
2017
Q2 | $738K | Buy |
5,270
+196
| +4% | +$27.4K | 0.37% | 83 |
|
|
2017
Q1 | $651K | Buy |
5,074
+275
| +6% | +$35.3K | 0.34% | 92 |
|
|
2016
Q4 | $573K | Buy |
+4,799
| New | +$573K | 0.35% | 90 |
|