David Katz - Matrix Asset Advisors
Holding/activity history for NextEra Energy, Inc. (NEE)
← All NEE superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 264,712 | 2.26 | Reduce 1.17% | 0.02 | $86.32–98.03 · VW $94.08i | $24,586,416 | SEC |
| 2025 Q4 | 267,857 | 1.93 | Reduce 1.42% | 0.03 | $78.36–89.19 · VW $85.15i | $21,503,530 | SEC |
| 2025 Q3 | 271,710 | 1.90 | Add 2.13% | 0.04 | $69.24–87.53 · VW $79.39i | $20,511,360 | SEC |
| 2025 Q2 | 266,053 | 1.87 | Add 4.49% | 0.08 | $63.88–78.46 · VW $71.13i | $18,469,425 | SEC |
| 2025 Q1 | 254,623 | 1.99 | Add 9.60% | 0.17 | $61.72–76.29 · VW $68.30i | $18,050,224 | SEC |
| 2024 Q4 | 232,315 | 1.82 | Add 1.00% | 0.02 | $65.89–79.46 · VW $72.30i | $16,654,662 | SEC |
| 2024 Q3 | 230,026 | 2.16 | Reduce 0.20% | <0.01 | $75.90–86.10 · VW $80.42i | $19,444,098 | SEC |
| 2024 Q2 | 230,488 | 1.95 | Reduce 0.67% | 0.01 | $66.74–80.47 · VW $74.53i | $16,321,000 | SEC |
| 2024 Q1 | 232,039 | 1.77 | Add 23.50% | 0.34 | $53.95–67.91 · VW $62.94i | $14,829,612 | SEC |
| 2023 Q4 | 187,888 | 1.45 | Add 19.99% | 0.24 | $53.81–64.59 · VW $59.01i | $11,412,317 | SEC |
| 2023 Q3 | 156,583 | 1.28 | Buy | 1.28 | $47.15–73.81 · VW $59.75i | $8,970,640 | SEC |
Price snapshot:
Current price$88.38
Avg. buy price$60.88
+/- since buy45.18%
52-week low$67.73
52-week high$98.03