S.A. Mason’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 | $848K | Buy |
12,221
+169
| +1% | +$11.7K | 0.41% | 61 |
|
|
2025
Q1 | $854K | Buy |
12,052
+170
| +1% | +$12.1K | 0.45% | 58 |
|
|
2024
Q4 | $852K | Buy |
11,882
+307
| +3% | +$22K | 0.45% | 57 |
|
|
2024
Q3 | $978K | Buy |
11,575
+61
| +0.5% | +$5.16K | 0.52% | 50 |
|
|
2024
Q2 | $815K | Buy |
11,514
+730
| +7% | +$51.7K | 0.46% | 56 |
|
|
2024
Q1 | $689K | Buy |
10,784
+118
| +1% | +$7.54K | 0.41% | 63 |
|
|
2023
Q4 | $648K | Sell |
10,666
-260
| -2% | -$15.8K | 0.43% | 59 |
|
|
2023
Q3 | $626K | Buy |
10,926
+250
| +2% | +$14.3K | 0.45% | 58 |
|
|
2023
Q2 | $823K | Hold |
10,676
| – | – | 0.6% | 45 |
|
|
2023
Q1 | $823K | Hold |
10,676
| – | – | 0.6% | 45 |
|
|
2022
Q4 | $893K | Hold |
10,676
| – | – | 0.67% | 41 |
|
|
2022
Q3 | $837K | Hold |
10,676
| – | – | 0.66% | 41 |
|
|
2022
Q2 | $827K | Hold |
10,676
| – | – | 0.6% | 43 |
|
|
2022
Q1 | $904K | Hold |
10,676
| – | – | 0.56% | 45 |
|
|
2021
Q4 | $997K | Sell |
10,676
-600
| -5% | -$56K | 0.6% | 43 |
|
|
2021
Q3 | $885K | Hold |
11,276
| – | – | 0.58% | 46 |
|
|
2021
Q2 | $826K | Hold |
11,276
| – | – | 0.57% | 46 |
|
|
2021
Q1 | $853K | Buy |
11,276
+600
| +6% | +$45.4K | 0.64% | 41 |
|
|
2020
Q4 | $824K | Sell |
10,676
-740
| -6% | -$57.1K | 0.69% | 38 |
|
|
2020
Q3 | $792K | Hold |
11,416
| – | – | 0.75% | 38 |
|
|
2020
Q2 | $685K | Sell |
11,416
-200
| -2% | -$12K | 0.72% | 39 |
|
|
2020
Q1 | $699K | Buy |
11,616
+216
| +2% | +$13K | 0.85% | 31 |
|
|
2019
Q4 | $690K | Buy |
+11,400
| New | +$690K | 0.66% | 39 |
|