Monetary Management Group’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 | $1.02M | Sell |
14,650
-250
| -2% | -$17.4K | 0.25% | 86 |
|
|
2025
Q1 | $1.06M | Sell |
14,900
-100
| -0.7% | -$7.09K | 0.29% | 79 |
|
|
2024
Q4 | $1.08M | Sell |
15,000
-125
| -0.8% | -$8.96K | 0.28% | 80 |
|
|
2024
Q3 | $1.28M | Hold |
15,125
| – | – | 0.33% | 72 |
|
|
2024
Q2 | $1.07M | Buy |
15,125
+7,000
| +86% | +$496K | 0.28% | 79 |
|
|
2024
Q1 | $519K | Buy |
8,125
+825
| +11% | +$52.7K | 0.14% | 133 |
|
|
2023
Q4 | $443K | Sell |
7,300
-400
| -5% | -$24.3K | 0.14% | 134 |
|
|
2023
Q3 | $441K | Sell |
7,700
-200
| -3% | -$11.5K | 0.15% | 136 |
|
|
2023
Q2 | $586K | Sell |
7,900
-175
| -2% | -$13K | 0.18% | 117 |
|
|
2023
Q1 | $622K | Sell |
8,075
-100
| -1% | -$7.71K | 0.18% | 117 |
|
|
2022
Q4 | $683K | Sell |
8,175
-360
| -4% | -$30.1K | 0.21% | 105 |
|
|
2022
Q3 | $669K | Sell |
8,535
-325
| -4% | -$25.5K | 0.22% | 101 |
|
|
2022
Q2 | $686K | Sell |
8,860
-100
| -1% | -$7.74K | 0.22% | 98 |
|
|
2022
Q1 | $759K | Sell |
8,960
-350
| -4% | -$29.6K | 0.2% | 99 |
|
|
2021
Q4 | $869K | Sell |
9,310
-300
| -3% | -$28K | 0.22% | 93 |
|
|
2021
Q3 | $755K | Buy |
9,610
+1,000
| +12% | +$78.6K | 0.21% | 97 |
|
|
2021
Q2 | $631K | Sell |
8,610
-1,575
| -15% | -$115K | 0.19% | 106 |
|
|
2021
Q1 | $770K | Buy |
10,185
+225
| +2% | +$17K | 0.24% | 95 |
|
|
2020
Q4 | $768K | Sell |
9,960
-5,400
| -35% | -$416K | 0.25% | 86 |
|
|
2020
Q3 | $1.07M | Hold |
15,360
| – | – | 0.38% | 67 |
|
|
2020
Q2 | $922K | Buy |
15,360
+4,400
| +40% | +$264K | 0.35% | 69 |
|
|
2020
Q1 | $659K | Sell |
10,960
-700
| -6% | -$42.1K | 0.29% | 85 |
|
|
2019
Q4 | $706K | Hold |
11,660
| – | – | 0.26% | 92 |
|
|
2019
Q3 | $679K | Sell |
11,660
-500
| -4% | -$29.1K | 0.26% | 95 |
|
|
2019
Q2 | $623K | Sell |
12,160
-200
| -2% | -$10.2K | 0.24% | 101 |
|
|
2019
Q1 | $597K | Sell |
12,360
-40
| -0.3% | -$1.93K | 0.24% | 102 |
|
|
2018
Q4 | $539K | Buy |
12,400
+400
| +3% | +$17.4K | 0.24% | 97 |
|
|
2018
Q3 | $503K | Buy |
12,000
+260
| +2% | +$10.9K | 0.19% | 100 |
|
|
2018
Q2 | $490K | Buy |
11,740
+1,200
| +11% | +$50.1K | 0.2% | 104 |
|
|
2018
Q1 | $430K | Hold |
10,540
| – | – | 0.18% | 109 |
|
|
2017
Q4 | $412K | Hold |
10,540
| – | – | 0.17% | 109 |
|
|
2017
Q3 | $386K | Hold |
10,540
| – | – | 0.16% | 115 |
|
|
2017
Q2 | $369K | Buy |
10,540
+800
| +8% | +$28K | 0.15% | 124 |
|
|
2017
Q1 | $313K | Sell |
9,740
-1,600
| -14% | -$51.4K | 0.14% | 128 |
|
|
2016
Q4 | $339K | Sell |
11,340
-4,700
| -29% | -$141K | 0.16% | 118 |
|
|
2016
Q3 | $491K | Sell |
16,040
-100
| -0.6% | -$3.06K | 0.23% | 90 |
|
|
2016
Q2 | $526K | Hold |
16,140
| – | – | 0.24% | 88 |
|
|
2016
Q1 | $478K | Buy |
16,140
+800
| +5% | +$23.7K | 0.23% | 87 |
|
|
2015
Q4 | $398K | Hold |
15,340
| – | – | 0.19% | 100 |
|
|
2015
Q3 | $374K | Hold |
15,340
| – | – | 0.19% | 107 |
|
|
2015
Q2 | $376K | Hold |
15,340
| – | – | 0.17% | 111 |
|
|
2015
Q1 | $399K | Hold |
15,340
| – | – | 0.18% | 107 |
|
|
2014
Q4 | $408K | Buy |
15,340
+1,600
| +12% | +$42.6K | 0.18% | 103 |
|
|
2014
Q3 | $322K | Hold |
13,740
| – | – | 0.15% | 126 |
|
|
2014
Q2 | $352K | Sell |
13,740
-400
| -3% | -$10.2K | 0.16% | 118 |
|
|
2014
Q1 | $338K | Hold |
14,140
| – | – | 0.16% | 118 |
|
|
2013
Q4 | $303K | Buy |
14,140
+3,200
| +29% | +$68.6K | 0.14% | 124 |
|
|
2013
Q3 | $219K | Sell |
10,940
-3,200
| -23% | -$64.1K | 0.12% | 138 |
|
|
2013
Q2 | $288K | Buy |
+14,140
| New | +$288K | 0.16% | 130 |
|