BWM
Baystate Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $612K | Sell |
10,070
-349
| -3% | -$21.2K | 0.04% | 129 |
|
|
2023
Q3 | $597K | Buy |
10,419
+63
| +0.6% | +$3.61K | 0.05% | 117 |
|
|
2023
Q2 | $768K | Buy |
10,356
+21
| +0.2% | +$1.56K | 0.06% | 105 |
|
|
2023
Q1 | $797K | Buy |
10,335
+66
| +0.6% | +$5.09K | 0.07% | 102 |
|
|
2022
Q4 | $859K | Sell |
10,269
-157
| -2% | -$13.1K | 0.08% | 108 |
|
|
2022
Q3 | $818K | Sell |
10,426
-554
| -5% | -$43.5K | 0.08% | 90 |
|
|
2022
Q2 | $851K | Sell |
10,980
-654
| -6% | -$50.7K | 0.08% | 90 |
|
|
2022
Q1 | $986K | Buy |
11,634
+57
| +0.5% | +$4.83K | 0.09% | 79 |
|
|
2021
Q4 | $1.08M | Buy |
11,577
+1,241
| +12% | +$116K | 0.1% | 74 |
|
|
2021
Q3 | $812K | Buy |
10,336
+23
| +0.2% | +$1.81K | 0.08% | 78 |
|
|
2021
Q2 | $756K | Buy |
10,313
+326
| +3% | +$23.9K | 0.07% | 80 |
|
|
2021
Q1 | $755K | Buy |
9,987
+1,289
| +15% | +$97.4K | 0.08% | 74 |
|
|
2020
Q4 | $671K | Buy |
8,698
+5,667
| +187% | +$437K | 0.08% | 74 |
|
|
2020
Q3 | $841K | Buy |
3,031
+8
| +0.3% | +$2.22K | 0.1% | 56 |
|
|
2020
Q2 | $726K | Buy |
3,023
+1,078
| +55% | +$259K | 0.09% | 55 |
|
|
2020
Q1 | $468K | Sell |
1,945
-72
| -4% | -$17.3K | 0.06% | 66 |
|
|
2019
Q4 | $488K | Buy |
2,017
+288
| +17% | +$69.7K | 0.06% | 68 |
|
|
2019
Q3 | $403K | Sell |
1,729
-406
| -19% | -$94.6K | 0.05% | 73 |
|
|
2019
Q2 | $436K | Sell |
2,135
-57
| -3% | -$11.6K | 0.06% | 68 |
|
|
2019
Q1 | $417K | Buy |
2,192
+211
| +11% | +$40.1K | 0.06% | 70 |
|
|
2018
Q4 | $349K | Buy |
1,981
+77
| +4% | +$13.6K | 0.05% | 72 |
|
|
2018
Q3 | $329K | Buy |
1,904
+8
| +0.4% | +$1.38K | 0.06% | 64 |
|
|
2018
Q2 | $319K | Buy |
1,896
+512
| +37% | +$86.1K | 0.05% | 65 |
|
|
2018
Q1 | $223K | Sell |
1,384
-65
| -4% | -$10.5K | 0.03% | 75 |
|
|
2017
Q4 | $217K | Hold |
1,449
| – | – | 0.03% | 78 |
|
|
2017
Q3 | $214K | Sell |
1,449
-35
| -2% | -$5.17K | 0.04% | 75 |
|
|
2017
Q2 | $209K | Buy |
1,484
+151
| +11% | +$21.3K | 0.04% | 75 |
|
|
2017
Q1 | $174K | Buy |
1,333
+441
| +49% | +$57.6K | 0.03% | 84 |
|
|
2016
Q4 | $106K | Buy |
+892
| New | +$106K | 0.02% | 99 |
|
|
2013
Q3 | – | Sell |
-995
| Closed | -$81K | – | 159 |
|
|
2013
Q2 | $81K | Buy |
+995
| New | +$81K | 0.04% | 68 |
|