BIM
Baldwin Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
36,626
+400
| +1% | +$27.8K | 0.31% | 44 |
|
|
2025
Q1 | $2.57M | Buy |
36,226
+788
| +2% | +$55.9K | 0.31% | 45 |
|
|
2024
Q4 | $2.54M | Buy |
35,438
+81
| +0.2% | +$5.81K | 0.33% | 45 |
|
|
2024
Q3 | $2.99M | Buy |
35,357
+317
| +0.9% | +$26.8K | 0.37% | 39 |
|
|
2024
Q2 | $2.48M | Buy |
35,040
+700
| +2% | +$49.6K | 0.34% | 45 |
|
|
2024
Q1 | $2.19M | Sell |
34,340
-1,015
| -3% | -$64.9K | 0.3% | 53 |
|
|
2023
Q4 | $2.15M | Sell |
35,355
-10,598
| -23% | -$644K | 0.34% | 50 |
|
|
2023
Q3 | $2.63M | Buy |
45,953
+6,141
| +15% | +$352K | 0.44% | 33 |
|
|
2023
Q2 | $2.95M | Buy |
39,812
+4,375
| +12% | +$325K | 0.49% | 34 |
|
|
2023
Q1 | $2.73M | Buy |
35,437
+150
| +0.4% | +$11.6K | 0.48% | 35 |
|
|
2022
Q4 | $2.95M | Buy |
35,287
+1,250
| +4% | +$104K | 0.53% | 28 |
|
|
2022
Q3 | $2.67K | Buy |
34,037
+516
| +2% | +$40 | 0.54% | 27 |
|
|
2022
Q2 | $2.6K | Sell |
33,521
-2,255
| -6% | -$175 | 0.49% | 31 |
|
|
2022
Q1 | $3.03K | Buy |
35,776
+510
| +1% | +$43 | 0.46% | 33 |
|
|
2021
Q4 | $3.29K | Sell |
35,266
-174
| -0.5% | -$16 | 0.51% | 34 |
|
|
2021
Q3 | $2.78M | Sell |
35,440
-2,415
| -6% | -$190K | 0.48% | 36 |
|
|
2021
Q2 | $2.77M | Buy |
37,855
+2,055
| +6% | +$151K | 0.47% | 36 |
|
|
2021
Q1 | $2.71M | Buy |
35,800
+6,141
| +21% | +$464K | 0.49% | 36 |
|
|
2020
Q4 | $2.29M | Buy |
29,659
+24,605
| +487% | +$1.9M | 0.45% | 38 |
|
|
2020
Q3 | $1.4M | Buy |
5,054
+1,105
| +28% | +$307K | 0.33% | 52 |
|
|
2020
Q2 | $948K | Buy |
3,949
+50
| +1% | +$12K | 0.3% | 56 |
|
|
2020
Q1 | $938K | Sell |
3,899
-75
| -2% | -$18K | 0.32% | 46 |
|
|
2019
Q4 | $962K | Hold |
3,974
| – | – | 0.26% | 65 |
|
|
2019
Q3 | $926K | Hold |
3,974
| – | – | 0.27% | 62 |
|
|
2019
Q2 | $814K | Buy |
3,974
+25
| +0.6% | +$5.12K | 0.23% | 69 |
|
|
2019
Q1 | $763K | Buy |
3,949
+25
| +0.6% | +$4.83K | 0.23% | 72 |
|
|
2018
Q4 | $682K | Sell |
3,924
-100
| -2% | -$17.4K | 0.22% | 71 |
|
|
2018
Q3 | $674K | Hold |
4,024
| – | – | 0.19% | 81 |
|
|
2018
Q2 | $672K | Hold |
4,024
| – | – | 0.21% | 81 |
|
|
2018
Q1 | $657K | Hold |
4,024
| – | – | 0.24% | 60 |
|
|
2017
Q4 | $629K | Hold |
4,024
| – | – | 0.22% | 65 |
|
|
2017
Q3 | $590K | Hold |
4,024
| – | – | 0.22% | 64 |
|
|
2017
Q2 | $564K | Sell |
4,024
-200
| -5% | -$28K | 0.23% | 67 |
|
|
2017
Q1 | $542K | Sell |
4,224
-100
| -2% | -$12.8K | 0.21% | 71 |
|
|
2016
Q4 | $517K | Sell |
4,324
-49
| -1% | -$5.86K | 0.21% | 70 |
|
|
2016
Q3 | $535K | Sell |
4,373
-100
| -2% | -$12.2K | 0.23% | 69 |
|
|
2016
Q2 | $583K | Hold |
4,473
| – | – | 0.25% | 62 |
|
|
2016
Q1 | $529K | Buy |
4,473
+50
| +1% | +$5.91K | 0.23% | 68 |
|
|
2015
Q4 | $460K | Hold |
4,423
| – | – | 0.21% | 77 |
|
|
2015
Q3 | $431K | Buy |
4,423
+400
| +10% | +$39K | 0.19% | 81 |
|
|
2015
Q2 | $394K | Sell |
4,023
-125
| -3% | -$12.2K | 0.16% | 95 |
|
|
2015
Q1 | $432K | Buy |
4,148
+63
| +2% | +$6.56K | 0.17% | 86 |
|
|
2014
Q4 | $434K | Buy |
4,085
+50
| +1% | +$5.31K | 0.17% | 86 |
|
|
2014
Q3 | $379K | Buy |
+4,035
| New | +$379K | 0.16% | 94 |
|