MTM Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Buy |
+2,270
| New | +$158K | 0.05% | 208 |
|
|
2024
Q4 | – | Sell |
-2,440
| Closed | -$205K | – | 276 |
|
|
2024
Q3 | $205K | Buy |
+2,440
| New | +$205K | 0.08% | 191 |
|
|
2022
Q3 | – | Sell |
-3,264
| Closed | -$263K | – | 269 |
|
|
2022
Q2 | $263K | Hold |
3,264
| – | – | 0.14% | 142 |
|
|
2022
Q1 | $276K | Hold |
3,264
| – | – | 0.13% | 143 |
|
|
2021
Q4 | $305K | Hold |
3,264
| – | – | 0.14% | 133 |
|
|
2021
Q3 | $256K | Sell |
3,264
-64
| -2% | -$5.02K | 0.14% | 134 |
|
|
2021
Q2 | $244K | Hold |
3,328
| – | – | 0.13% | 144 |
|
|
2021
Q1 | $252K | Hold |
3,328
| – | – | 0.14% | 133 |
|
|
2020
Q4 | $257K | Buy |
+3,328
| New | +$257K | 0.16% | 120 |
|