Bay Colony 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 | $891K | Sell |
12,840
-9,726
| -43% | -$675K | 0.12% | 158 |
|
|
2025
Q1 | $1.59M | Sell |
22,566
-2,644
| -10% | -$186K | 0.24% | 89 |
|
|
2024
Q4 | $1.81M | Sell |
25,210
-111
| -0.4% | -$7.96K | 0.27% | 79 |
|
|
2024
Q3 | $2.14M | Sell |
25,321
-360
| -1% | -$30.4K | 0.32% | 67 |
|
|
2024
Q2 | $1.82M | Buy |
25,681
+629
| +3% | +$44.5K | 0.3% | 71 |
|
|
2024
Q1 | $1.6M | Buy |
25,052
+8,220
| +49% | +$525K | 0.28% | 78 |
|
|
2023
Q4 | $1.02M | Buy |
16,832
+451
| +3% | +$27.4K | 0.2% | 115 |
|
|
2023
Q3 | $938K | Buy |
16,381
+4,323
| +36% | +$248K | 0.23% | 106 |
|
|
2023
Q2 | $895K | Buy |
12,058
+1,090
| +10% | +$80.9K | 0.22% | 110 |
|
|
2023
Q1 | $840K | Buy |
10,968
+2,742
| +33% | +$210K | 0.22% | 108 |
|
|
2022
Q4 | $688K | Sell |
8,226
-80
| -1% | -$6.69K | 0.18% | 134 |
|
|
2022
Q3 | $651K | Sell |
8,306
-3,448
| -29% | -$270K | 0.19% | 120 |
|
|
2022
Q2 | $993K | Sell |
11,754
-797
| -6% | -$67.3K | 0.25% | 103 |
|
|
2022
Q1 | $1.06M | Buy |
12,551
+376
| +3% | +$31.8K | 0.25% | 102 |
|
|
2021
Q4 | $1.14M | Buy |
12,175
+1,067
| +10% | +$99.6K | 0.32% | 88 |
|
|
2021
Q3 | $872K | Buy |
11,108
+726
| +7% | +$57K | 0.29% | 95 |
|
|
2021
Q2 | $761K | Buy |
10,382
+214
| +2% | +$15.7K | 0.25% | 112 |
|
|
2021
Q1 | $769K | Buy |
10,168
+6,282
| +162% | +$475K | 0.29% | 107 |
|
|
2020
Q4 | $300K | Buy |
3,886
+314
| +9% | +$24.2K | 0.16% | 191 |
|
|
2020
Q3 | $248K | Buy |
+3,572
| New | +$248K | 0.15% | 191 |
|
|
2018
Q3 | – | Sell |
-1,580
| Closed | -$66K | – | 654 |
|
|
2018
Q2 | $66K | Buy |
+1,580
| New | +$66K | 0.05% | 318 |
|