NEE position history
The shares of NextEra Energy (NEE) that MATRIX ASSET ADVISORS INC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2023 Q3: 156,583 shares, $9M, 1.3% of portfolio, New
- 2023 Q4: 187,888 shares, $11M, 1.5% of portfolio, Add +20.0%
- 2024 Q1: 232,039 shares, $15M, 1.8% of portfolio, Add +23.5%
- 2024 Q2: 230,488 shares, $16M, 1.9% of portfolio, Reduce −0.7%
- 2024 Q3: 230,026 shares, $19M, 2.2% of portfolio, Reduce −0.2%
- 2024 Q4: 232,315 shares, $17M, 1.8% of portfolio, Add +1.0%
- 2025 Q1: 254,623 shares, $18M, 2.0% of portfolio, Add +9.6%
- 2025 Q2: 532,106 shares, $37M, 3.7% of portfolio, Add +109.0%
- 2025 Q3: 271,710 shares, $21M, 1.9% of portfolio, Reduce −48.9%
- 2025 Q4: 267,857 shares, $22M, 1.9% of portfolio, Reduce −1.4%
- 2026 Q1: 264,712 shares, $25M, 2.3% of portfolio, Reduce −1.2%
- 2026 Q2: 237,489 shares, $21M, 1.7% of portfolio, Reduce −10.3%
- 2026 Q3: 261,183 shares, $20M, 1.6% of portfolio, Add +10.0%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|