Montgomery Investment Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.29M | Hold |
26,110
| – | – | 0.7% | 31 |
|
|
2026
Q1 | $2.43M | Hold |
26,110
| – | – | 0.83% | 29 |
|
|
2025
Q4 | $2.1M | Hold |
26,110
| – | – | 0.75% | 32 |
|
|
2025
Q3 | $1.97M | Sell |
26,110
-150
| -0.6% | -$11K | 0.69% | 33 |
|
|
2025
Q2 | $1.82M | Sell |
26,260
-1,600
| -6% | -$111K | 0.71% | 32 |
|
|
2025
Q1 | $1.97M | Sell |
27,860
-4,900
| -15% | -$346K | 0.79% | 33 |
|
|
2024
Q4 | $2.35M | Sell |
32,760
-500
| -2% | -$38.8K | 0.92% | 28 |
|
|
2024
Q3 | $2.81M | Sell |
33,260
-100
| -0.3% | -$7.8K | 1.02% | 25 |
|
|
2024
Q2 | $2.36M | Sell |
33,360
-100
| -0.3% | -$7.09K | 0.93% | 25 |
|
|
2024
Q1 | $2.14M | Buy |
33,460
+920
| +3% | +$53.9K | 0.82% | 28 |
|
|
2023
Q4 | $1.98M | Sell |
32,540
-2,100
| -6% | -$120K | 0.61% | 32 |
|
|
2023
Q3 | $1.98M | Buy |
34,640
+500
| +1% | +$34.6K | 0.68% | 32 |
|
|
2023
Q2 | $2.53M | Sell |
34,140
-400
| -1% | -$30.3K | 0.85% | 26 |
|
|
2023
Q1 | $2.66M | Hold |
34,540
| – | – | 0.94% | 27 |
|
|
2022
Q4 | $2.89M | Hold |
34,540
| – | – | 1.03% | 26 |
|
|
2022
Q3 | $2.71M | Hold |
34,540
| – | – | 1.11% | 26 |
|
|
2022
Q2 | $2.67M | Hold |
34,540
| – | – | 1.08% | 27 |
|
|
2022
Q1 | $2.93M | Sell |
34,540
-1,200
| -3% | -$96.2K | 1% | 27 |
|
|
2021
Q4 | $3.34M | Sell |
35,740
-1,420
| -4% | -$123K | 1.12% | 26 |
|
|
2021
Q3 | $2.92M | Sell |
37,160
-400
| -1% | -$32.3K | 1.09% | 26 |
|
|
2021
Q2 | $2.75M | Hold |
37,560
| – | – | 1.02% | 26 |
|
|
2021
Q1 | $2.84M | Sell |
37,560
-400
| -1% | -$31.2K | 1.09% | 26 |
|
|
2020
Q4 | $2.93M | Hold |
37,960
| – | – | 1.34% | 23 |
|
|
2020
Q3 | $2.63M | Hold |
37,960
| – | – | 1.38% | 23 |
|
|
2020
Q2 | $2.28M | Sell |
37,960
-1,200
| -3% | -$71.8K | 1.24% | 23 |
|
|
2020
Q1 | $2.36M | Sell |
39,160
-4,400
| -10% | -$277K | 1.53% | 21 |
|
|
2019
Q4 | $2.64M | Sell |
43,560
-800
| -2% | -$46.7K | 1.08% | 28 |
|
|
2019
Q3 | $2.58M | Sell |
44,360
-480
| -1% | -$26K | 1.11% | 24 |
|
|
2019
Q2 | $2.3M | Sell |
44,840
-4,000
| -8% | -$197K | 1% | 31 |
|
|
2019
Q1 | $2.36M | Hold |
48,840
| – | – | 1.05% | 31 |
|
|
2018
Q4 | $2.12M | Sell |
48,840
-8,800
| -15% | -$385K | 1.08% | 29 |
|
|
2018
Q3 | $2.42M | Hold |
57,640
| – | – | 0.99% | 31 |
|
|
2018
Q2 | $2.41M | Hold |
57,640
| – | – | 0.99% | 30 |
|
|
2018
Q1 | $2.35M | Sell |
57,640
-4,800
| -8% | -$185K | 0.99% | 30 |
|
|
2017
Q4 | $2.44M | Hold |
62,440
| – | – | 0.99% | 30 |
|
|
2017
Q3 | $2.29M | Hold |
62,440
| – | – | 1.02% | 31 |
|
|
2017
Q2 | $2.19M | Buy |
62,440
+3,240
| +5% | +$111K | 1% | 32 |
|
|
2017
Q1 | $1.9M | Hold |
59,200
| – | – | 0.82% | 33 |
|
|
2016
Q4 | $1.77M | Hold |
59,200
| – | – | 0.76% | 34 |
|
|
2016
Q3 | $1.81M | Sell |
59,200
-1,200
| -2% | -$37.8K | 0.85% | 34 |
|
|
2016
Q2 | $1.97M | Hold |
60,400
| – | – | 0.95% | 30 |
|
|
2016
Q1 | $1.79M | Sell |
60,400
-400
| -0.7% | -$11.2K | 1.03% | 27 |
|
|
2015
Q4 | $1.58M | Buy |
60,800
+400
| +0.7% | +$10.1K | 0.89% | 27 |
|
|
2015
Q3 | $1.47M | Sell |
60,400
-4,000
| -6% | -$102K | 0.87% | 28 |
|
|
2015
Q2 | $1.58M | Sell |
64,400
-1,200
| -2% | -$30.5K | 0.81% | 30 |
|
|
2015
Q1 | $1.71M | Sell |
65,600
-3,600
| -5% | -$95K | 0.86% | 28 |
|
|
2014
Q4 | $1.84M | Buy |
69,200
+2,800
| +4% | +$70.7K | 0.88% | 29 |
|
|
2014
Q3 | $1.56M | Sell |
66,400
-4,200
| -6% | -$101K | 1.07% | 24 |
|
|
2014
Q2 | $1.81M | Sell |
70,600
-6,868
| -9% | -$167K | 1.38% | 21 |
|
|
2014
Q1 | $1.85M | Buy |
77,468
+400
| +0.5% | +$9.06K | 1.5% | 19 |
|
|
2013
Q4 | $1.65M | Sell |
77,068
-53,836
| -41% | -$1.13M | 1.34% | 21 |
|
|
2013
Q3 | $2.62M | Sell |
130,904
-2,000
| -2% | -$41.3K | 1.43% | 21 |
|
|
2013
Q2 | $2.71M | Buy |
+132,904
| New | +$2.64M | 1.48% | 21 |
|
Other funds holding NEE
DC
EB
AAS
CNB
FFM
ACM