David Katz - Matrix Asset Advisors
Holding/activity history for NextEra Energy Inc. (NEE)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 230,026 | 2.16 | Reduce 0.20% | 0.00 | $84.53 |
| 2024 Q2 | 230,488 | 1.95 | Reduce 0.67% | 0.01 | $70.81 |
| 2024 Q1 | 232,039 | 1.77 | Add 23.50% | 0.34 | $63.91 |
| 2023 Q4 | 187,888 | 1.45 | Add 19.99% | 0.24 | $60.74 |
| 2023 Q3 | 156,583 | 1.28 | Buy | 1.28 | $57.29 |