David Katz - Matrix Asset Advisors Inc
Holding/activity history for NextEra Energy Inc. (NEE)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 264,712 | 2.26 | Reduce 1.17% | 0.02 | $92.88 | $24,586,416 | SEC |
| 2025 Q4 | 267,857 | 1.93 | Reduce 1.42% | 0.03 | $80.28 | $21,503,530 | SEC |
| 2025 Q3 | 271,710 | 1.90 | Add 2.13% | 0.04 | $75.49 | $20,511,360 | SEC |
| 2025 Q2 | 266,053 | 1.87 | Add 4.49% | 0.08 | $69.42 | $18,469,425 | SEC |
| 2025 Q1 | 254,623 | 1.99 | Add 9.60% | 0.17 | $70.89 | $18,050,224 | SEC |
| 2024 Q4 | 232,315 | 1.82 | Add 1.00% | 0.02 | $71.69 | $16,654,662 | SEC |
| 2024 Q3 | 230,026 | 2.16 | Reduce 0.20% | <0.01 | $84.53 | $19,444,098 | SEC |
| 2024 Q2 | 230,488 | 1.95 | Reduce 0.67% | 0.01 | $70.81 | $16,321,000 | SEC |
| 2024 Q1 | 232,039 | 1.77 | Add 23.50% | 0.34 | $63.91 | $14,829,612 | SEC |
| 2023 Q4 | 187,888 | 1.45 | Add 19.99% | 0.24 | $60.74 | $11,412,317 | SEC |
| 2023 Q3 | 156,583 | 1.28 | Buy | 1.28 | $57.29 | $8,970,640 | SEC |