MCM
MV Capital Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Sell |
4,750
-293
| -6% | -$20.3K | 0.03% | 143 |
|
|
2025
Q1 | $358K | Sell |
5,043
-911
| -15% | -$64.6K | 0.04% | 137 |
|
|
2024
Q4 | $427K | Hold |
5,954
| – | – | 0.05% | 125 |
|
|
2024
Q3 | $503K | Buy |
5,954
+555
| +10% | +$46.9K | 0.05% | 121 |
|
|
2024
Q2 | $382K | Buy |
5,399
+241
| +5% | +$17.1K | 0.04% | 129 |
|
|
2024
Q1 | $330K | Buy |
5,158
+349
| +7% | +$22.3K | 0.04% | 138 |
|
|
2023
Q4 | $292K | Sell |
4,809
-364
| -7% | -$22.1K | 0.04% | 137 |
|
|
2023
Q3 | $296K | Sell |
5,173
-711
| -12% | -$40.7K | 0.04% | 135 |
|
|
2023
Q2 | $437K | Buy |
5,884
+96
| +2% | +$7.12K | 0.06% | 113 |
|
|
2023
Q1 | $446K | Buy |
5,788
+260
| +5% | +$20K | 0.06% | 111 |
|
|
2022
Q4 | $462K | Sell |
5,528
-66
| -1% | -$5.52K | 0.07% | 95 |
|
|
2022
Q3 | $439K | Buy |
5,594
+704
| +14% | +$55.2K | 0.08% | 92 |
|
|
2022
Q2 | $379K | Buy |
4,890
+360
| +8% | +$27.9K | 0.06% | 105 |
|
|
2022
Q1 | $384K | Sell |
4,530
-183
| -4% | -$15.5K | 0.06% | 110 |
|
|
2021
Q4 | $440K | Buy |
4,713
+202
| +4% | +$18.9K | 0.06% | 105 |
|
|
2021
Q3 | $354K | Buy |
4,511
+226
| +5% | +$17.7K | 0.06% | 109 |
|
|
2021
Q2 | $314K | Buy |
4,285
+2,608
| +156% | +$191K | 0.05% | 108 |
|
|
2021
Q1 | $127K | Buy |
1,677
+45
| +3% | +$3.41K | 0.02% | 132 |
|
|
2020
Q4 | $126K | Buy |
1,632
+1,274
| +356% | +$98.4K | 0.02% | 123 |
|
|
2020
Q3 | $99K | Hold |
358
| – | – | 0.02% | 127 |
|
|
2020
Q2 | $86K | Hold |
358
| – | – | 0.02% | 129 |
|
|
2020
Q1 | $86K | Hold |
358
| – | – | 0.02% | 131 |
|
|
2019
Q4 | $87K | Hold |
358
| – | – | 0.02% | 141 |
|
|
2019
Q3 | $83K | Hold |
358
| – | – | 0.02% | 142 |
|
|
2019
Q2 | $73K | Sell |
358
-200
| -36% | -$40.8K | 0.02% | 139 |
|
|
2019
Q1 | $108K | Hold |
558
| – | – | 0.03% | 126 |
|
|
2018
Q4 | $97K | Hold |
558
| – | – | 0.03% | 129 |
|
|
2018
Q3 | $94K | Hold |
558
| – | – | 0.02% | 135 |
|
|
2018
Q2 | $93K | Hold |
558
| – | – | 0.02% | 137 |
|
|
2018
Q1 | $91K | Buy |
558
+50
| +10% | +$8.15K | 0.02% | 137 |
|
|
2017
Q4 | $79K | Hold |
508
| – | – | 0.02% | 146 |
|
|
2017
Q3 | $74K | Hold |
508
| – | – | 0.02% | 147 |
|
|
2017
Q2 | $71K | Hold |
508
| – | – | 0.02% | 147 |
|
|
2017
Q1 | $65K | Hold |
508
| – | – | 0.02% | 149 |
|
|
2016
Q4 | $61K | Buy |
508
+108
| +27% | +$13K | 0.02% | 146 |
|
|
2016
Q3 | $49K | Hold |
400
| – | – | 0.02% | 150 |
|
|
2016
Q2 | $52K | Hold |
400
| – | – | 0.02% | 151 |
|
|
2016
Q1 | $47K | Sell |
400
-400
| -50% | -$47K | 0.02% | 154 |
|
|
2015
Q4 | $83K | Buy |
+800
| New | +$83K | 0.03% | 132 |
|