Bay Harbor Wealth Management’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 | $3.54K | Buy |
51
+16
| +46% | +$1.11K | ﹤0.01% | 208 |
|
|
2025
Q1 | $2.48K | Sell |
35
-875
| -96% | -$62K | ﹤0.01% | 179 |
|
|
2024
Q4 | $65.2K | Buy |
910
+22
| +2% | +$1.58K | 0.02% | 92 |
|
|
2024
Q3 | $75.1K | Sell |
888
-33
| -4% | -$2.79K | 0.02% | 85 |
|
|
2024
Q2 | $65.2K | Sell |
921
-3
| -0.3% | -$212 | 0.02% | 92 |
|
|
2024
Q1 | $59.1K | Sell |
924
-6
| -0.6% | -$383 | 0.02% | 101 |
|
|
2023
Q4 | $56.5K | Buy |
930
+172
| +23% | +$10.4K | 0.02% | 97 |
|
|
2023
Q3 | $43.4K | Buy |
758
+16
| +2% | +$917 | 0.02% | 102 |
|
|
2023
Q2 | $55.1K | Sell |
742
-56
| -7% | -$4.16K | 0.02% | 92 |
|
|
2023
Q1 | $61.5K | Hold |
798
| – | – | 0.03% | 85 |
|
|
2022
Q4 | $67K | Sell |
798
-2
| -0.3% | -$168 | 0.03% | 84 |
|
|
2022
Q3 | $63K | Hold |
800
| – | – | 0.03% | 80 |
|
|
2022
Q2 | $62K | Hold |
800
| – | – | 0.03% | 90 |
|
|
2022
Q1 | $68K | Hold |
800
| – | – | 0.03% | 96 |
|
|
2021
Q4 | $61K | Buy |
800
+30
| +4% | +$2.29K | 0.02% | 104 |
|
|
2021
Q3 | $60K | Sell |
770
-4
| -0.5% | -$312 | 0.03% | 116 |
|
|
2021
Q2 | $57K | Buy |
774
+8
| +1% | +$589 | 0.02% | 125 |
|
|
2021
Q1 | $58K | Buy |
766
+18
| +2% | +$1.36K | 0.03% | 134 |
|
|
2020
Q4 | $58K | Sell |
748
-108
| -13% | -$8.37K | 0.03% | 147 |
|
|
2020
Q3 | $59K | Buy |
856
+28
| +3% | +$1.93K | 0.03% | 142 |
|
|
2020
Q2 | $50K | Buy |
828
+112
| +16% | +$6.76K | 0.03% | 146 |
|
|
2020
Q1 | $43K | Buy |
716
+144
| +25% | +$8.65K | 0.03% | 142 |
|
|
2019
Q4 | $35K | Buy |
572
+540
| +1,688% | +$33K | 0.02% | 179 |
|
|
2019
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 305 |
|
|
2019
Q2 | $2K | Sell |
32
-192
| -86% | -$12K | ﹤0.01% | 302 |
|
|
2019
Q1 | $11K | Buy |
224
+32
| +17% | +$1.57K | 0.01% | 265 |
|
|
2018
Q4 | $8K | Buy |
+192
| New | +$8K | 0.01% | 267 |
|