MA
MONECO Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $940K | Buy |
13,538
+193
| +1% | +$13.4K | 0.09% | 200 |
|
|
2025
Q1 | $946K | Buy |
13,345
+628
| +5% | +$44.5K | 0.1% | 186 |
|
|
2024
Q4 | $912K | Buy |
12,717
+1,179
| +10% | +$84.5K | 0.1% | 191 |
|
|
2024
Q3 | $975K | Buy |
11,538
+10
| +0.1% | +$845 | 0.12% | 159 |
|
|
2024
Q2 | $816K | Sell |
11,528
-240
| -2% | -$17K | 0.12% | 168 |
|
|
2024
Q1 | $752K | Sell |
11,768
-250
| -2% | -$16K | 0.12% | 187 |
|
|
2023
Q4 | $730K | Buy |
12,018
+1,587
| +15% | +$96.4K | 0.14% | 173 |
|
|
2023
Q3 | $598K | Buy |
10,431
+927
| +10% | +$53.1K | 0.16% | 149 |
|
|
2023
Q2 | $705K | Sell |
9,504
-2,171
| -19% | -$161K | 0.19% | 129 |
|
|
2023
Q1 | $900K | Buy |
11,675
+5,959
| +104% | +$459K | 0.26% | 98 |
|
|
2022
Q4 | $478K | Buy |
5,716
+280
| +5% | +$23.4K | 0.17% | 137 |
|
|
2022
Q3 | $426K | Buy |
5,436
+65
| +1% | +$5.09K | 0.17% | 138 |
|
|
2022
Q2 | $416K | Buy |
5,371
+816
| +18% | +$63.2K | 0.16% | 139 |
|
|
2022
Q1 | $386K | Buy |
4,555
+151
| +3% | +$12.8K | 0.14% | 145 |
|
|
2021
Q4 | $334K | Buy |
4,404
+229
| +5% | +$17.4K | 0.13% | 167 |
|
|
2021
Q3 | $328K | Buy |
4,175
+567
| +16% | +$44.5K | 0.13% | 167 |
|
|
2021
Q2 | $264K | Sell |
3,608
-259
| -7% | -$19K | 0.12% | 172 |
|
|
2021
Q1 | $292K | Buy |
3,867
+1,356
| +54% | +$102K | 0.14% | 151 |
|
|
2020
Q4 | $206K | Buy |
+2,511
| New | +$206K | 0.11% | 175 |
|