Badgley Phelps Wealth Managers’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Buy |
219,990
+148
| +0.1% | +$10.3K | 0.34% | 81 |
|
|
2025
Q1 | $15.6M | Sell |
219,842
-12,138
| -5% | -$860K | 0.38% | 75 |
|
|
2024
Q4 | $16.6M | Sell |
231,980
-126,208
| -35% | -$9.05M | 0.39% | 73 |
|
|
2024
Q3 | $30.3M | Buy |
358,188
+6,124
| +2% | +$518K | 0.7% | 40 |
|
|
2024
Q2 | $24.9M | Buy |
352,064
+77,994
| +28% | +$5.52M | 0.62% | 45 |
|
|
2024
Q1 | $17.5M | Buy |
274,070
+9,832
| +4% | +$628K | 0.44% | 74 |
|
|
2023
Q4 | $16M | Buy |
264,238
+11,870
| +5% | +$721K | 0.44% | 72 |
|
|
2023
Q3 | $14.5M | Buy |
252,368
+1,558
| +0.6% | +$89.3K | 0.49% | 68 |
|
|
2023
Q2 | $18.6M | Buy |
250,810
+833
| +0.3% | +$61.8K | 0.61% | 53 |
|
|
2023
Q1 | $19.3M | Sell |
249,977
-89,117
| -26% | -$6.87M | 0.71% | 47 |
|
|
2022
Q4 | $28.3M | Buy |
339,094
+2,915
| +0.9% | +$244K | 1.13% | 27 |
|
|
2022
Q3 | $26.4M | Buy |
336,179
+5,981
| +2% | +$469K | 1.13% | 24 |
|
|
2022
Q2 | $25.6M | Sell |
330,198
-2,514
| -0.8% | -$195K | 1.05% | 29 |
|
|
2022
Q1 | $28.2M | Sell |
332,712
-69,670
| -17% | -$5.9M | 0.98% | 28 |
|
|
2021
Q4 | $37.6M | Buy |
402,382
+10,794
| +3% | +$1.01M | 1.22% | 21 |
|
|
2021
Q3 | $30.7M | Buy |
+391,588
| New | +$30.7M | 1.12% | 24 |
|