MLL
Moody Lynn & Lieberson’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Buy |
10,380
+95
| +0.9% | +$6.6K | 0.04% | 144 |
|
|
2025
Q1 | $729K | Sell |
10,285
-905
| -8% | -$64.2K | 0.05% | 141 |
|
|
2024
Q4 | $802K | Sell |
11,190
-540
| -5% | -$38.7K | 0.05% | 132 |
|
|
2024
Q3 | $992K | Buy |
11,730
+1,258
| +12% | +$106K | 0.06% | 132 |
|
|
2024
Q2 | $742K | Sell |
10,472
-216
| -2% | -$15.3K | 0.05% | 136 |
|
|
2024
Q1 | $683K | Sell |
10,688
-100
| -0.9% | -$6.39K | 0.05% | 139 |
|
|
2023
Q4 | $655K | Sell |
10,788
-29,715
| -73% | -$1.8M | 0.05% | 142 |
|
|
2023
Q3 | $2.32M | Sell |
40,503
-8,069
| -17% | -$462K | 0.2% | 76 |
|
|
2023
Q2 | $3.6M | Sell |
48,572
-2,502
| -5% | -$186K | 0.29% | 64 |
|
|
2023
Q1 | $3.94M | Sell |
51,074
-18,134
| -26% | -$1.4M | 0.35% | 59 |
|
|
2022
Q4 | $5.79M | Sell |
69,208
-83,379
| -55% | -$6.97M | 0.53% | 43 |
|
|
2022
Q3 | $12M | Buy |
152,587
+97,780
| +178% | +$7.67M | 1.15% | 33 |
|
|
2022
Q2 | $4.25M | Sell |
54,807
-7,617
| -12% | -$590K | 0.38% | 57 |
|
|
2022
Q1 | $5.29M | Sell |
62,424
-86,012
| -58% | -$7.29M | 0.39% | 55 |
|
|
2021
Q4 | $13.9M | Buy |
148,436
+16,203
| +12% | +$1.51M | 0.93% | 35 |
|
|
2021
Q3 | $10.4M | Buy |
132,233
+15,406
| +13% | +$1.21M | 0.78% | 36 |
|
|
2021
Q2 | $8.56M | Sell |
116,827
-22,261
| -16% | -$1.63M | 0.65% | 47 |
|
|
2021
Q1 | $10.5M | Buy |
139,088
+1,206
| +0.9% | +$91.2K | 0.87% | 39 |
|
|
2020
Q4 | $10.6M | Buy |
137,882
+15,630
| +13% | +$1.21M | 0.91% | 37 |
|
|
2020
Q3 | $8.48M | Buy |
122,252
+118,650
| +3,294% | +$8.23M | 0.84% | 36 |
|
|
2020
Q2 | $865K | Buy |
3,602
+110
| +3% | +$26.4K | 0.09% | 97 |
|
|
2020
Q1 | $840 | Sell |
3,492
-319
| -8% | -$77 | 0.12% | 83 |
|
|
2019
Q4 | $923K | Buy |
3,811
+613
| +19% | +$148K | 0.09% | 118 |
|
|
2019
Q3 | $745K | Buy |
3,198
+85
| +3% | +$19.8K | 0.08% | 109 |
|
|
2019
Q2 | $638K | Hold |
3,113
| – | – | 0.07% | 130 |
|
|
2019
Q1 | $602K | Hold |
3,113
| – | – | 0.07% | 129 |
|
|
2018
Q4 | $541K | Hold |
3,113
| – | – | 0.07% | 125 |
|
|
2018
Q3 | $522K | Hold |
3,113
| – | – | 0.06% | 152 |
|
|
2018
Q2 | $520K | Hold |
3,113
| – | – | 0.06% | 149 |
|
|
2018
Q1 | $508K | Hold |
3,113
| – | – | 0.06% | 149 |
|
|
2017
Q4 | $483K | Hold |
3,113
| – | – | 0.05% | 170 |
|
|
2017
Q3 | $456K | Buy |
3,113
+165
| +6% | +$24.2K | 0.06% | 163 |
|
|
2017
Q2 | $413K | Hold |
2,948
| – | – | 0.05% | 172 |
|
|
2017
Q1 | $378K | Buy |
2,948
+965
| +49% | +$124K | 0.05% | 144 |
|
|
2016
Q4 | $237K | Sell |
1,983
-229
| -10% | -$27.4K | 0.03% | 160 |
|
|
2016
Q3 | $271K | Hold |
2,212
| – | – | 0.05% | 152 |
|
|
2016
Q2 | $288K | Buy |
2,212
+200
| +10% | +$26K | 0.05% | 136 |
|
|
2016
Q1 | $238K | Sell |
2,012
-411
| -17% | -$48.6K | 0.04% | 149 |
|
|
2015
Q4 | $252K | Hold |
2,423
| – | – | 0.04% | 157 |
|
|
2015
Q3 | $236K | Buy |
2,423
+25
| +1% | +$2.44K | 0.05% | 155 |
|
|
2015
Q2 | $235K | Hold |
2,398
| – | – | 0.04% | 173 |
|
|
2015
Q1 | $250K | Hold |
2,398
| – | – | 0.04% | 167 |
|
|
2014
Q4 | $255K | Hold |
2,398
| – | – | 0.04% | 174 |
|
|
2014
Q3 | $225K | Hold |
2,398
| – | – | 0.03% | 174 |
|
|
2014
Q2 | $246K | Hold |
2,398
| – | – | 0.03% | 178 |
|
|
2014
Q1 | $229K | Hold |
2,398
| – | – | 0.03% | 180 |
|
|
2013
Q4 | $205K | Buy |
+2,398
| New | +$205K | 0.03% | 189 |
|