BWP
Baldwin Wealth Partners’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4M | Sell |
293,180
-1,428
| -0.5% | -$99.1K | 1.38% | 19 |
|
|
2025
Q1 | $20.9M | Buy |
294,608
+3,094
| +1% | +$219K | 1.47% | 19 |
|
|
2024
Q4 | $20.9M | Buy |
291,514
+11,554
| +4% | +$828K | 1.44% | 19 |
|
|
2024
Q3 | $23.7M | Sell |
279,960
-55,872
| -17% | -$4.72M | 1.61% | 15 |
|
|
2024
Q2 | $23.8M | Sell |
335,832
-11,966
| -3% | -$847K | 1.85% | 13 |
|
|
2024
Q1 | $22.2M | Sell |
347,798
-7,829
| -2% | -$500K | 1.67% | 15 |
|
|
2023
Q4 | $21.6M | Buy |
355,627
+63,659
| +22% | +$3.87M | 1.7% | 16 |
|
|
2023
Q3 | $16.7M | Sell |
291,968
-4,607
| -2% | -$264K | 1.44% | 21 |
|
|
2023
Q2 | $22M | Buy |
296,575
+403
| +0.1% | +$29.9K | 1.81% | 11 |
|
|
2023
Q1 | $22.8M | Sell |
296,172
-55
| -0% | -$4.24K | 1.99% | 9 |
|
|
2022
Q4 | $24.8M | Buy |
296,227
+56
| +0% | +$4.68K | 2.25% | 7 |
|
|
2022
Q3 | $23.2M | Sell |
296,171
-4,809
| -2% | -$377K | 3.21% | 7 |
|
|
2022
Q2 | $23.3M | Sell |
300,980
-3,197
| -1% | -$248K | 3.02% | 7 |
|
|
2022
Q1 | $25.8M | Buy |
304,177
+10,644
| +4% | +$902K | 2.73% | 8 |
|
|
2021
Q4 | $27.4M | Buy |
293,533
+10,759
| +4% | +$1M | 2.74% | 8 |
|
|
2021
Q3 | $22.2M | Sell |
282,774
-1,987
| -0.7% | -$156K | 2.46% | 10 |
|
|
2021
Q2 | $20.9M | Buy |
284,761
+9,176
| +3% | +$672K | 2.28% | 10 |
|
|
2021
Q1 | $20.8M | Buy |
275,585
+65,233
| +31% | +$4.93M | 2.48% | 9 |
|
|
2020
Q4 | $16.2M | Buy |
210,352
+156,702
| +292% | +$12.1M | 2.04% | 13 |
|
|
2020
Q3 | $14.9M | Sell |
53,650
-1,023
| -2% | -$284K | 2.04% | 15 |
|
|
2020
Q2 | $13.1M | Sell |
54,673
-1,933
| -3% | -$464K | 1.93% | 15 |
|
|
2020
Q1 | $13.6M | Sell |
56,606
-2,128
| -4% | -$512K | 2.38% | 12 |
|
|
2019
Q4 | $14.2M | Sell |
58,734
-144
| -0.2% | -$34.9K | 1.99% | 15 |
|
|
2019
Q3 | $13.7M | Buy |
58,878
+318
| +0.5% | +$74.1K | 2.07% | 14 |
|
|
2019
Q2 | $12M | Sell |
58,560
-90
| -0.2% | -$18.4K | 1.77% | 20 |
|
|
2019
Q1 | $11.3M | Sell |
58,650
-285
| -0.5% | -$55.1K | 1.69% | 21 |
|
|
2018
Q4 | $10.2M | Buy |
58,935
+3,524
| +6% | +$613K | 1.72% | 20 |
|
|
2018
Q3 | $9.29M | Buy |
55,411
+14,950
| +37% | +$2.51M | 1.3% | 26 |
|
|
2018
Q2 | $6.76M | Buy |
40,461
+1,221
| +3% | +$204K | 1.05% | 32 |
|
|
2018
Q1 | $6.41M | Buy |
39,240
+20,155
| +106% | +$3.29M | 1.04% | 35 |
|
|
2017
Q4 | $2.98M | Buy |
19,085
+6,830
| +56% | +$1.07M | 0.46% | 54 |
|
|
2017
Q3 | $1.8M | Buy |
12,255
+225
| +2% | +$33K | 0.29% | 57 |
|
|
2017
Q2 | $1.69M | Sell |
12,030
-1,200
| -9% | -$168K | 0.27% | 61 |
|
|
2017
Q1 | $1.7M | Buy |
13,230
+1,748
| +15% | +$224K | 0.28% | 59 |
|
|
2016
Q4 | $1.37M | Sell |
11,482
-1,150
| -9% | -$137K | 0.25% | 62 |
|
|
2016
Q3 | $1.55M | Buy |
12,632
+52
| +0.4% | +$6.36K | 0.28% | 56 |
|
|
2016
Q2 | $1.64M | Buy |
12,580
+450
| +4% | +$58.7K | 0.34% | 50 |
|
|
2016
Q1 | $1.44M | Buy |
12,130
+1,950
| +19% | +$231K | 0.26% | 84 |
|
|
2015
Q4 | $1.06M | Hold |
10,180
| – | – | 0.17% | 121 |
|
|
2015
Q3 | $993K | Sell |
10,180
-250
| -2% | -$24.4K | 0.17% | 123 |
|
|
2015
Q2 | $1.02M | Hold |
10,430
| – | – | 0.15% | 125 |
|
|
2015
Q1 | $1.09M | Hold |
10,430
| – | – | 0.16% | 125 |
|
|
2014
Q4 | $1.11M | Buy |
10,430
+2,400
| +30% | +$255K | 0.16% | 126 |
|
|
2014
Q3 | $754K | Buy |
8,030
+50
| +0.6% | +$4.7K | 0.11% | 153 |
|
|
2014
Q2 | $818K | Buy |
7,980
+200
| +3% | +$20.5K | 0.12% | 150 |
|
|
2014
Q1 | $744K | Sell |
7,780
-3,953
| -34% | -$378K | 0.12% | 156 |
|
|
2013
Q4 | $1.01M | Sell |
11,733
-572
| -5% | -$49K | 0.16% | 129 |
|
|
2013
Q3 | $986K | Hold |
12,305
| – | – | 0.18% | 120 |
|
|
2013
Q2 | $1M | Buy |
+12,305
| New | +$1M | 0.2% | 112 |
|