Monetary Management Group’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $1.28M | Hold |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $519K | Buy |
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|
2023
Q4 | $443K | Sell |
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|
2023
Q3 | $441K | Sell |
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|
2023
Q2 | $586K | Sell |
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|
2023
Q1 | $622K | Sell |
|
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|
2022
Q4 | $683K | Sell |
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|
2022
Q3 | $669K | Sell |
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|
2022
Q2 | $686K | Sell |
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|
2022
Q1 | $759K | Sell |
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|
2021
Q4 | $869K | Sell |
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|
2021
Q3 | $755K | Buy |
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|
2021
Q2 | $631K | Sell |
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|
2021
Q1 | $770K | Buy |
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|
2020
Q4 | $768K | Sell |
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|
2020
Q3 | $1.07M | Hold |
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|
2020
Q2 | $922K | Buy |
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|
2020
Q1 | $659K | Sell |
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|
2019
Q4 | $706K | Hold |
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|
2019
Q3 | $679K | Sell |
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|
2019
Q2 | $623K | Sell |
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|
2019
Q1 | $597K | Sell |
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|
2018
Q4 | $539K | Buy |
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|
2018
Q3 | $503K | Buy |
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|
2018
Q2 | $490K | Buy |
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|
2018
Q1 | $430K | Hold |
|
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|
2017
Q4 | $412K | Hold |
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|
2017
Q3 | $386K | Hold |
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|
2017
Q2 | $369K | Buy |
|
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|
2017
Q1 | $313K | Sell |
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|
2016
Q4 | $339K | Sell |
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|
2016
Q3 | $491K | Sell |
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|
2016
Q2 | $526K | Hold |
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|
2016
Q1 | $478K | Buy |
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|
2015
Q4 | $398K | Hold |
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|
2015
Q3 | $374K | Hold |
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|
2015
Q2 | $376K | Hold |
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|
2015
Q1 | $399K | Hold |
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|
2014
Q4 | $408K | Buy |
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|
2014
Q3 | $322K | Hold |
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|
2014
Q2 | $352K | Sell |
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|
2014
Q1 | $338K | Hold |
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|
2013
Q4 | $303K | Buy |
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|
2013
Q3 | $219K | Sell |
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|
2013
Q2 | $288K | Buy |
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