MYIA
Mount Yale Investment Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Sell |
57,442
-7,935
| -12% | -$551K | 0.31% | 64 |
|
|
2025
Q1 | $4.63M | Sell |
65,377
-5,971
| -8% | -$423K | 0.4% | 40 |
|
|
2024
Q4 | $5.11M | Buy |
71,348
+47,562
| +200% | +$3.41M | 0.41% | 38 |
|
|
2024
Q3 | $2.01M | Sell |
23,786
-471
| -2% | -$39.8K | 0.19% | 118 |
|
|
2024
Q2 | $1.72M | Sell |
24,257
-116,810
| -83% | -$8.27M | 0.14% | 146 |
|
|
2024
Q1 | $9.02M | Buy |
141,067
+3,082
| +2% | +$197K | 0.69% | 16 |
|
|
2023
Q4 | $8.38M | Buy |
137,985
+124,460
| +920% | +$7.56M | 0.8% | 11 |
|
|
2023
Q3 | $775K | Buy |
13,525
+202
| +2% | +$11.6K | 0.08% | 226 |
|
|
2023
Q2 | $989K | Buy |
13,323
+2,069
| +18% | +$154K | 0.1% | 194 |
|
|
2023
Q1 | $867K | Sell |
11,254
-9,487
| -46% | -$731K | 0.1% | 211 |
|
|
2022
Q4 | $1.73M | Buy |
20,741
+3,439
| +20% | +$287K | 0.2% | 117 |
|
|
2022
Q3 | $1.36M | Buy |
17,302
+1,826
| +12% | +$143K | 0.18% | 125 |
|
|
2022
Q2 | $1.2M | Buy |
15,476
+799
| +5% | +$61.9K | 0.15% | 154 |
|
|
2022
Q1 | $1.24M | Buy |
14,677
+112
| +0.8% | +$9.49K | 0.14% | 167 |
|
|
2021
Q4 | $1.36M | Buy |
14,565
+1,010
| +7% | +$94.3K | 0.14% | 156 |
|
|
2021
Q3 | $1.06M | Buy |
+13,555
| New | +$1.06M | 0.12% | 185 |
|
|
2021
Q1 | – | Sell |
-2,835
| Closed | -$219K | – | 436 |
|
|
2020
Q4 | $219K | Buy |
2,835
+2,005
| +242% | +$155K | 0.03% | 361 |
|
|
2020
Q3 | $230K | Buy |
+830
| New | +$230K | 0.03% | 307 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 981 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 975 |
|