BRWA
B. Riley Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
+21,312
| New | +$1.48M | 0.07% | 252 |
|
|
2024
Q4 | $5.04M | Sell |
70,344
-11,667
| -14% | -$836K | 0.17% | 138 |
|
|
2024
Q3 | $6.95M | Sell |
82,011
-106,233
| -56% | -$9.01M | 0.19% | 117 |
|
|
2024
Q2 | $13.3M | Sell |
188,244
-17,765
| -9% | -$1.26M | 0.34% | 55 |
|
|
2024
Q1 | $11.8M | Buy |
206,009
+21,195
| +11% | +$1.21M | 0.32% | 64 |
|
|
2023
Q4 | $11.2M | Sell |
184,814
-21,195
| -10% | -$1.29M | 0.3% | 65 |
|
|
2023
Q3 | $11.8M | Buy |
206,009
+5,168
| +3% | +$296K | 0.32% | 64 |
|
|
2023
Q2 | $14.9M | Sell |
200,841
-8,197
| -4% | -$608K | 0.33% | 64 |
|
|
2023
Q1 | $16.1M | Sell |
209,038
-16,718
| -7% | -$1.29M | 0.43% | 44 |
|
|
2022
Q4 | $18.9M | Sell |
225,756
-11,356
| -5% | -$949K | 0.53% | 37 |
|
|
2022
Q3 | $18.6M | Buy |
237,112
+65,666
| +38% | +$5.15M | 0.56% | 30 |
|
|
2022
Q2 | $13.3M | Buy |
171,446
+494
| +0.3% | +$38.3K | 0.56% | 31 |
|
|
2022
Q1 | $14.5M | Buy |
170,952
+744
| +0.4% | +$63K | 0.47% | 36 |
|
|
2021
Q4 | $15.9M | Sell |
170,208
-1,156
| -0.7% | -$108K | 0.46% | 35 |
|
|
2021
Q3 | $13.4M | Buy |
171,364
+6,925
| +4% | +$542K | 0.43% | 43 |
|
|
2021
Q2 | $12.1M | Buy |
164,439
+12,544
| +8% | +$921K | 0.39% | 51 |
|
|
2021
Q1 | $11.5M | Buy |
151,895
+24,191
| +19% | +$1.83M | 0.41% | 45 |
|
|
2020
Q4 | $9.85M | Buy |
127,704
+94,702
| +287% | +$7.31M | 0.53% | 38 |
|
|
2020
Q3 | $9.02M | Buy |
33,002
+4,762
| +17% | +$1.3M | 0.48% | 46 |
|
|
2020
Q2 | $6.78M | Buy |
28,240
+1,288
| +5% | +$309K | 0.45% | 48 |
|
|
2020
Q1 | $6.49M | Buy |
26,952
+3,009
| +13% | +$724K | 0.55% | 37 |
|
|
2019
Q4 | $5.8M | Buy |
23,943
+1,519
| +7% | +$368K | 0.49% | 42 |
|
|
2019
Q3 | $5.23M | Buy |
22,424
+264
| +1% | +$61.5K | 0.51% | 38 |
|
|
2019
Q2 | $4.54M | Buy |
22,160
+611
| +3% | +$125K | 0.5% | 39 |
|
|
2019
Q1 | $4.17M | Buy |
21,549
+3,703
| +21% | +$716K | 0.52% | 38 |
|
|
2018
Q4 | $3.1M | Buy |
17,846
+1,067
| +6% | +$186K | 0.44% | 52 |
|
|
2018
Q3 | $2.81M | Buy |
16,779
+941
| +6% | +$158K | 0.33% | 63 |
|
|
2018
Q2 | $2.65M | Buy |
15,838
+691
| +5% | +$115K | 0.35% | 60 |
|
|
2018
Q1 | $2.48M | Buy |
15,147
+962
| +7% | +$157K | 0.35% | 73 |
|
|
2017
Q4 | $2.22M | Buy |
14,185
+91
| +0.6% | +$14.2K | 0.3% | 89 |
|
|
2017
Q3 | $2.07M | Buy |
14,094
+530
| +4% | +$77.8K | 0.34% | 78 |
|
|
2017
Q2 | $1.9M | Buy |
13,564
+433
| +3% | +$60.7K | 0.35% | 76 |
|
|
2017
Q1 | $1.69M | Buy |
13,131
+470
| +4% | +$60.5K | 0.34% | 76 |
|
|
2016
Q4 | $1.51M | Sell |
12,661
-191
| -1% | -$22.8K | 0.31% | 88 |
|
|
2016
Q3 | $1.57M | Buy |
12,852
+309
| +2% | +$37.8K | 0.31% | 78 |
|
|
2016
Q2 | $1.64M | Buy |
12,543
+1,602
| +15% | +$209K | 0.33% | 65 |
|
|
2016
Q1 | $1.3M | Sell |
10,941
-185
| -2% | -$21.9K | 0.3% | 84 |
|
|
2015
Q4 | $1.16M | Sell |
11,126
-2,093
| -16% | -$217K | 0.23% | 118 |
|
|
2015
Q3 | $1.29M | Buy |
13,219
+25
| +0.2% | +$2.44K | 0.31% | 81 |
|
|
2015
Q2 | $1.29M | Sell |
13,194
-3,513
| -21% | -$345K | 0.32% | 74 |
|
|
2015
Q1 | $1.74M | Sell |
16,707
-723
| -4% | -$75.3K | 0.42% | 52 |
|
|
2014
Q4 | $10K | Buy |
17,430
+8,467
| +94% | +$4.86K | 0.21% | 95 |
|
|
2014
Q3 | $841K | Sell |
8,963
-15,077
| -63% | -$1.41M | 0.22% | 120 |
|
|
2014
Q2 | $1.45M | Buy |
24,040
+14,250
| +146% | +$862K | 0.34% | 50 |
|
|
2014
Q1 | $936K | Buy |
9,790
+2,054
| +27% | +$196K | 0.28% | 77 |
|
|
2013
Q4 | $662K | Buy |
7,736
+100
| +1% | +$8.56K | 0.21% | 116 |
|
|
2013
Q3 | $612K | Buy |
7,636
+1,693
| +28% | +$136K | 0.21% | 115 |
|
|
2013
Q2 | $484K | Buy |
+5,943
| New | +$484K | 0.16% | 152 |
|