Morse Asset Management’s NextEra Energy, Inc. NEE Stock Holding History

Morse Asset Management’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$566K	Hold	8,150	–	–	0.12%	119
2025 Q1	$578K	Sell	8,150 -750	-8%	-$53.2K	0.15%	104
2024 Q4	$638K	Sell	8,900 -75	-0.8%	-$5.38K	0.15%	101
2024 Q3	$759K	Hold	8,975	–	–	0.16%	112
2024 Q2	$636K	Sell	8,975 -75	-0.8%	-$5.32K	0.15%	106
2024 Q1	$578K	Sell	9,050 -1,250	-12%	-$79.8K	0.15%	102
2023 Q4	$626K	Sell	10,300 -925	-8%	-$56.2K	0.18%	99
2023 Q3	$643K	Buy	11,225 +225	+2%	+$12.9K	0.2%	97
2023 Q2	$816K	Sell	11,000 -1,000	-8%	-$74.2K	0.25%	89
2023 Q1	$925K	Sell	12,000 -1,000	-8%	-$77.1K	0.31%	77
2022 Q4	$1.09M	Hold	13,000	–	–	0.39%	70
2022 Q3	$1.02M	Hold	13,000	–	–	0.38%	73
2022 Q2	$1.01M	Hold	13,000	–	–	0.32%	77
2022 Q1	$1.1M	Sell	13,000 -1,500	-10%	-$127K	0.27%	87
2021 Q4	$1.35M	Hold	14,500	–	–	0.3%	76
2021 Q3	$1.14M	Sell	14,500 -500	-3%	-$39.3K	0.27%	82
2021 Q2	$1.1M	Sell	15,000 -4,000	-21%	-$293K	0.27%	83
2021 Q1	$1.44M	Sell	19,000 -8,065	-30%	-$610K	0.37%	67
2020 Q4	$2.09M	Sell	27,065 -11,755	-30%	-$907K	0.58%	46
2020 Q3	$2.69M	Buy	38,820 +18,800	+94%	+$1.3M	0.86%	33
2020 Q2	$1.2M	Sell	20,020 -4,780	-19%	-$287K	0.43%	55
2020 Q1	$1.49M	Hold	24,800	–	–	0.71%	40
2019 Q4	$1.5M	Sell	24,800 -7,160	-22%	-$433K	0.51%	61
2019 Q3	$1.86M	Sell	31,960 -4,600	-13%	-$268K	0.7%	44
2019 Q2	$1.87M	Buy	36,560 +2,200	+6%	+$113K	0.55%	50
2019 Q1	$1.66M	Buy	34,360 +5,560	+19%	+$269K	0.5%	57
2018 Q4	$1.25M	Hold	28,800	–	–	0.44%	57
2018 Q3	$1.21M	Hold	28,800	–	–	0.32%	78
2018 Q2	$1.2M	Hold	28,800	–	–	0.33%	76
2018 Q1	$1.18M	Hold	28,800	–	–	0.33%	76
2017 Q4	$1.13M	Hold	28,800	–	–	0.31%	76
2017 Q3	$1.06M	Sell	28,800 -400	-1%	-$14.7K	0.31%	73
2017 Q2	$1.02M	Hold	29,200	–	–	0.33%	75
2017 Q1	$937K	Buy	+29,200	New	+$937K	0.32%	78