Baron Silver Stevens Financial Advisors’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 | $1.05M | Buy |
15,101
+946
| +7% | +$65.7K | 0.17% | 58 |
|
|
2025
Q1 | $1M | Buy |
14,155
+140
| +1% | +$9.92K | 0.18% | 55 |
|
|
2024
Q4 | $1M | Sell |
14,015
-66
| -0.5% | -$4.73K | 0.17% | 55 |
|
|
2024
Q3 | $1.19M | Sell |
14,081
-200
| -1% | -$16.9K | 0.21% | 51 |
|
|
2024
Q2 | $1.01M | Sell |
14,281
-6,045
| -30% | -$428K | 0.19% | 52 |
|
|
2024
Q1 | $1.3M | Buy |
20,326
+305
| +2% | +$19.5K | 0.25% | 46 |
|
|
2023
Q4 | $1.22M | Sell |
20,021
-4,879
| -20% | -$296K | 0.26% | 42 |
|
|
2023
Q3 | $1.43M | Sell |
24,900
-2,002
| -7% | -$115K | 0.32% | 37 |
|
|
2023
Q2 | $2M | Buy |
26,902
+1,060
| +4% | +$78.7K | 0.44% | 30 |
|
|
2023
Q1 | $1.99M | Sell |
25,842
-580
| -2% | -$44.7K | 0.52% | 28 |
|
|
2022
Q4 | $2.21M | Buy |
26,422
+9,108
| +53% | +$761K | 0.54% | 28 |
|
|
2022
Q3 | $1 | Sell |
17,314
-9,616
| -36% | -$1 | ﹤0.01% | 100 |
|
|
2022
Q2 | $2.09M | Buy |
26,930
+983
| +4% | +$76.1K | 0.54% | 28 |
|
|
2022
Q1 | $2.2M | Sell |
25,947
-3,031
| -10% | -$257K | 0.52% | 28 |
|
|
2021
Q4 | $2.71M | Buy |
28,978
+180
| +0.6% | +$16.8K | 0.64% | 27 |
|
|
2021
Q3 | $2.26M | Buy |
28,798
+702
| +2% | +$55.1K | 0.6% | 26 |
|
|
2021
Q2 | $2.06M | Sell |
28,096
-255
| -0.9% | -$18.7K | 0.56% | 26 |
|
|
2021
Q1 | $2.14M | Buy |
28,351
+1,590
| +6% | +$120K | 1.17% | 13 |
|
|
2020
Q4 | $2.06M | Buy |
+26,761
| New | +$2.06M | 0.71% | 19 |
|