MCIA
Mountain Capital 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 | $221K | Buy |
+3,029
| New | +$221K | 0.04% | 57 |
|
|
2025
Q1 | – | Sell |
-3,009
| Closed | -$213K | – | 67 |
|
|
2024
Q4 | $213K | Buy |
+3,009
| New | +$213K | 0.04% | 55 |
|
|
2020
Q3 | – | Sell |
-8,852
| Closed | -$2.18M | – | 111 |
|
|
2020
Q2 | $2.18M | Buy |
8,852
+7,398
| +509% | +$1.83M | 1% | 19 |
|
|
2020
Q1 | $357K | Buy |
+1,454
| New | +$357K | 0.18% | 32 |
|
|
2017
Q4 | – | Sell |
-226
| Closed | -$33K | – | 286 |
|
|
2017
Q3 | $33K | Sell |
226
-20
| -8% | -$2.92K | 0.03% | 149 |
|
|
2017
Q2 | $34K | Buy |
+246
| New | +$34K | 0.03% | 161 |
|