Bank Julius Baer & Co’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 | $60M | Buy |
863,787
+93,526
| +12% | +$6.49M | 0.18% | 102 |
|
|
2025
Q1 | $59M | Buy |
770,261
+529,316
| +220% | +$40.6M | 0.19% | 102 |
|
|
2024
Q4 | $18.3M | Buy |
240,945
+84,433
| +54% | +$6.43M | 0.06% | 152 |
|
|
2024
Q3 | $15.1M | Sell |
156,512
-22,826
| -13% | -$2.2M | 0.05% | 157 |
|
|
2024
Q2 | $13.9M | Sell |
179,338
-22,172
| -11% | -$1.72M | 0.05% | 144 |
|
|
2024
Q1 | $12.8M | Sell |
201,510
-15,762
| -7% | -$1M | 0.05% | 159 |
|
|
2023
Q4 | $13.2M | Sell |
217,272
-15,409
| -7% | -$936K | 0.06% | 166 |
|
|
2023
Q3 | $13.3M | Sell |
232,681
-1,103,496
| -83% | -$63.2M | 0.08% | 134 |
|
|
2023
Q2 | $99.1M | Sell |
1,336,177
-12,040
| -0.9% | -$893K | 0.59% | 44 |
|
|
2023
Q1 | $104M | Buy |
1,348,217
+45,694
| +4% | +$3.52M | 0.66% | 39 |
|
|
2022
Q4 | $109M | Buy |
1,302,523
+56,284
| +5% | +$4.71M | 0.74% | 35 |
|
|
2022
Q3 | $97.7M | Sell |
1,246,239
-75,308
| -6% | -$5.9M | 0.74% | 37 |
|
|
2022
Q2 | $102M | Sell |
1,321,547
-27,616
| -2% | -$2.14M | 0.72% | 38 |
|
|
2022
Q1 | $114M | Buy |
1,349,163
+79,161
| +6% | +$6.71M | 0.68% | 40 |
|
|
2021
Q4 | $119M | Sell |
1,270,002
-20,158
| -2% | -$1.88M | 0.63% | 39 |
|
|
2021
Q3 | $101M | Buy |
1,290,160
+36,776
| +3% | +$2.89M | 0.63% | 40 |
|
|
2021
Q2 | $91.8M | Buy |
1,253,384
+54,071
| +5% | +$3.96M | 0.58% | 41 |
|
|
2021
Q1 | $90.7M | Buy |
1,199,313
+992,054
| +479% | +$75M | 0.68% | 39 |
|
|
2020
Q4 | $16M | Buy |
207,259
+8,895
| +4% | +$686K | 0.13% | 115 |
|
|
2020
Q3 | $13.8M | Buy |
198,364
+48,720
| +33% | +$3.38M | 0.13% | 105 |
|
|
2020
Q2 | $8.99M | Sell |
149,644
-7,384
| -5% | -$443K | 0.1% | 118 |
|
|
2020
Q1 | $9.45M | Buy |
+157,028
| New | +$9.45M | 0.22% | 84 |
|