UCMOK
United Capital Management of KS’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
145,345
+4,388
| +3% | +$305K | 1.58% | 22 |
|
|
2025
Q1 | $9.99M | Buy |
+140,957
| New | +$9.99M | 2.06% | 14 |
|
|
2023
Q3 | – | Sell |
-3,612
| Closed | -$268K | – | 78 |
|
|
2023
Q2 | $268K | Sell |
3,612
-36,997
| -91% | -$2.75M | 0.09% | 73 |
|
|
2023
Q1 | $3.13M | Buy |
40,609
+465
| +1% | +$35.8K | 1.17% | 37 |
|
|
2022
Q4 | $3.36M | Sell |
40,144
-2,475
| -6% | -$207K | 1.39% | 31 |
|
|
2022
Q3 | $3.34M | Buy |
42,619
+261
| +0.6% | +$20.5K | 1.56% | 28 |
|
|
2022
Q2 | $3.28M | Sell |
42,358
-397
| -0.9% | -$30.8K | 1.54% | 29 |
|
|
2022
Q1 | $3.62M | Buy |
42,755
+3,740
| +10% | +$317K | 1.41% | 32 |
|
|
2021
Q4 | $3.64M | Buy |
39,015
+3,988
| +11% | +$372K | 1.36% | 34 |
|
|
2021
Q3 | $2.75M | Buy |
35,027
+3,984
| +13% | +$313K | 1.13% | 40 |
|
|
2021
Q2 | $2.28M | Buy |
31,043
+4,349
| +16% | +$319K | 0.93% | 45 |
|
|
2021
Q1 | $2.02M | Buy |
26,694
+3,418
| +15% | +$258K | 0.93% | 46 |
|
|
2020
Q4 | $1.8M | Buy |
23,276
+18,162
| +355% | +$1.4M | 0.82% | 45 |
|
|
2020
Q3 | $1.42M | Buy |
5,114
+783
| +18% | +$217K | 0.74% | 48 |
|
|
2020
Q2 | $1.04M | Buy |
4,331
+815
| +23% | +$196K | 0.61% | 52 |
|
|
2020
Q1 | $846K | Buy |
3,516
+927
| +36% | +$223K | 0.71% | 48 |
|
|
2019
Q4 | $627K | Buy |
2,589
+336
| +15% | +$81.4K | 0.4% | 73 |
|
|
2019
Q3 | $524K | Buy |
2,253
+350
| +18% | +$81.4K | 0.38% | 74 |
|
|
2019
Q2 | $388K | Buy |
1,903
+282
| +17% | +$57.5K | 0.29% | 80 |
|
|
2019
Q1 | $308K | Buy |
1,621
+285
| +21% | +$54.2K | 0.24% | 87 |
|
|
2018
Q4 | $232K | Buy |
+1,336
| New | +$232K | 0.22% | 94 |
|