Beacon Pointe Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.21M | Sell |
132,727
-10,190
| -7% | -$707K | 0.1% | 194 |
|
|
2025
Q1 | $10.1M | Buy |
142,917
+6,147
| +4% | +$436K | 0.11% | 170 |
|
|
2024
Q4 | $9.81M | Sell |
136,770
-9,281
| -6% | -$665K | 0.11% | 172 |
|
|
2024
Q3 | $12.3M | Sell |
146,051
-4,771
| -3% | -$403K | 0.14% | 145 |
|
|
2024
Q2 | $10.7M | Sell |
150,822
-14,813
| -9% | -$1.05M | 0.13% | 155 |
|
|
2024
Q1 | $10.6M | Sell |
165,635
-21,586
| -12% | -$1.38M | 0.12% | 168 |
|
|
2023
Q4 | $11.4M | Sell |
187,221
-14,318
| -7% | -$870K | 0.14% | 152 |
|
|
2023
Q3 | $11.5M | Buy |
201,539
+55,094
| +38% | +$3.16M | 0.14% | 149 |
|
|
2023
Q2 | $10.9M | Sell |
146,445
-26,873
| -16% | -$1.99M | 0.18% | 117 |
|
|
2023
Q1 | $13.4M | Buy |
173,318
+5,655
| +3% | +$436K | 0.23% | 103 |
|
|
2022
Q4 | $14M | Buy |
167,663
+6,929
| +4% | +$579K | 0.27% | 92 |
|
|
2022
Q3 | $12.6M | Buy |
160,734
+2,232
| +1% | +$175K | 0.28% | 88 |
|
|
2022
Q2 | $12.3M | Sell |
158,502
-27,123
| -15% | -$2.1M | 0.26% | 92 |
|
|
2022
Q1 | $15.7M | Buy |
185,625
+127,130
| +217% | +$10.8M | 0.22% | 109 |
|
|
2021
Q4 | $5.46M | Sell |
58,495
-97,186
| -62% | -$9.07M | 0.14% | 134 |
|
|
2021
Q3 | $12.2M | Buy |
155,681
+115,132
| +284% | +$9.04M | 0.3% | 88 |
|
|
2021
Q2 | $2.97M | Buy |
40,549
+13,668
| +51% | +$1M | 0.11% | 173 |
|
|
2021
Q1 | $2.03M | Sell |
26,881
-2,952
| -10% | -$223K | 0.12% | 144 |
|
|
2020
Q4 | $2.3M | Buy |
29,833
+16,445
| +123% | +$1.27M | 0.16% | 121 |
|
|
2020
Q3 | $929K | Sell |
13,388
-3,300
| -20% | -$229K | 0.09% | 172 |
|
|
2020
Q2 | $1M | Buy |
16,688
+5,920
| +55% | +$356K | 0.1% | 167 |
|
|
2020
Q1 | $647K | Sell |
10,768
-1,376
| -11% | -$82.7K | 0.1% | 153 |
|
|
2019
Q4 | $735K | Buy |
12,144
+4,116
| +51% | +$249K | 0.23% | 94 |
|
|
2019
Q3 | $466K | Sell |
8,028
-6,664
| -45% | -$387K | 0.2% | 105 |
|
|
2019
Q2 | $750K | Buy |
14,692
+8,260
| +128% | +$422K | 0.27% | 91 |
|
|
2019
Q1 | $311K | Sell |
6,432
-988
| -13% | -$47.8K | 0.12% | 146 |
|
|
2018
Q4 | $322K | Buy |
+7,420
| New | +$322K | 0.2% | 118 |
|