Beacon Investment Advisory Services’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 | $7.82M | Buy |
112,700
+12,417
| +12% | +$862K | 0.35% | 70 |
|
|
2025
Q1 | $7.11M | Buy |
100,283
+5,298
| +6% | +$376K | 0.33% | 74 |
|
|
2024
Q4 | $6.81M | Buy |
94,985
+1,120
| +1% | +$80.3K | 0.3% | 75 |
|
|
2024
Q3 | $7.93M | Sell |
93,865
-21,393
| -19% | -$1.81M | 0.33% | 70 |
|
|
2024
Q2 | $8.16M | Buy |
115,258
+1,952
| +2% | +$138K | 0.35% | 65 |
|
|
2024
Q1 | $7.24M | Sell |
113,306
-558
| -0.5% | -$35.7K | 0.31% | 72 |
|
|
2023
Q4 | $6.92M | Buy |
113,864
+73,219
| +180% | +$4.45M | 0.31% | 74 |
|
|
2023
Q3 | $2.33M | Sell |
40,645
-550
| -1% | -$31.5K | 0.11% | 113 |
|
|
2023
Q2 | $3.06M | Sell |
41,195
-565
| -1% | -$41.9K | 0.14% | 110 |
|
|
2023
Q1 | $3.22M | Sell |
41,760
-100
| -0.2% | -$7.71K | 0.16% | 108 |
|
|
2022
Q4 | $3.5M | Sell |
41,860
-1,424
| -3% | -$119K | 0.18% | 99 |
|
|
2022
Q3 | $3.39M | Buy |
43,284
+190
| +0.4% | +$14.9K | 0.19% | 98 |
|
|
2022
Q2 | $3.34M | Sell |
43,094
-1,773
| -4% | -$137K | 0.17% | 101 |
|
|
2022
Q1 | $3.8M | Sell |
44,867
-1,885
| -4% | -$160K | 0.16% | 103 |
|
|
2021
Q4 | $4.37M | Buy |
46,752
+64
| +0.1% | +$5.98K | 0.17% | 101 |
|
|
2021
Q3 | $3.67M | Sell |
46,688
-190
| -0.4% | -$14.9K | 0.15% | 109 |
|
|
2021
Q2 | $3.44M | Sell |
46,878
-1,912
| -4% | -$140K | 0.14% | 116 |
|
|
2021
Q1 | $3.69M | Sell |
48,790
-2,760
| -5% | -$209K | 0.16% | 108 |
|
|
2020
Q4 | $3.98M | Sell |
51,550
-2,074
| -4% | -$160K | 0.18% | 94 |
|
|
2020
Q3 | $3.72M | Sell |
53,624
-4,496
| -8% | -$312K | 0.19% | 90 |
|
|
2020
Q2 | $3.49M | Sell |
58,120
-5,496
| -9% | -$330K | 0.2% | 88 |
|
|
2020
Q1 | $3.83M | Sell |
63,616
-6,040
| -9% | -$363K | 0.27% | 78 |
|
|
2019
Q4 | $4.22M | Sell |
69,656
-1,348
| -2% | -$81.6K | 0.22% | 90 |
|
|
2019
Q3 | $4.14M | Sell |
71,004
-1,712
| -2% | -$99.7K | 0.41% | 65 |
|
|
2019
Q2 | $3.72M | Sell |
72,716
-26,260
| -27% | -$1.34M | 0.39% | 69 |
|
|
2019
Q1 | $4.78M | Sell |
98,976
-17,012
| -15% | -$822K | 0.51% | 55 |
|
|
2018
Q4 | $5.04M | Sell |
115,988
-4,228
| -4% | -$184K | 0.56% | 55 |
|
|
2018
Q3 | $5.04M | Sell |
120,216
-8,208
| -6% | -$344K | 0.49% | 59 |
|
|
2018
Q2 | $5.36M | Sell |
128,424
-2,272
| -2% | -$94.9K | 0.54% | 54 |
|
|
2018
Q1 | $5.34M | Sell |
130,696
-11,776
| -8% | -$481K | 0.55% | 56 |
|
|
2017
Q4 | $5.56M | Sell |
142,472
-25,056
| -15% | -$978K | 0.59% | 56 |
|
|
2017
Q3 | $6.14M | Buy |
167,528
+150,356
| +876% | +$5.51M | 0.53% | 59 |
|
|
2017
Q2 | $602K | Buy |
17,172
+1,356
| +9% | +$47.5K | 0.11% | 32 |
|
|
2017
Q1 | $508K | Buy |
15,816
+880
| +6% | +$28.3K | 0.1% | 35 |
|
|
2016
Q4 | $446K | Sell |
14,936
-1,784
| -11% | -$53.3K | 0.09% | 34 |
|
|
2016
Q3 | $511K | Buy |
16,720
+72
| +0.4% | +$2.2K | 0.11% | 28 |
|
|
2016
Q2 | $543K | Buy |
16,648
+88
| +0.5% | +$2.87K | 0.12% | 26 |
|
|
2016
Q1 | $490K | Sell |
16,560
-80
| -0.5% | -$2.37K | 0.1% | 27 |
|
|
2015
Q4 | $432K | Hold |
16,640
| – | – | 0.08% | 32 |
|
|
2015
Q3 | $406K | Sell |
16,640
-1,496
| -8% | -$36.5K | 0.08% | 31 |
|
|
2015
Q2 | $444K | Buy |
+18,136
| New | +$444K | 0.07% | 30 |
|