Beaton Management Company’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 | $1.37M | Hold |
19,700
| – | – | 0.67% | 49 |
|
|
2025
Q1 | $1.4M | Hold |
19,700
| – | – | 0.73% | 46 |
|
|
2024
Q4 | $1.41M | Hold |
19,700
| – | – | 0.71% | 43 |
|
|
2024
Q3 | $1.67M | Hold |
19,700
| – | – | 0.84% | 34 |
|
|
2024
Q2 | $1.4M | Hold |
19,700
| – | – | 0.75% | 40 |
|
|
2024
Q1 | $1.26M | Sell |
19,700
-425
| -2% | -$27.2K | 0.69% | 46 |
|
|
2023
Q4 | $1.22M | Hold |
20,125
| – | – | 0.73% | 43 |
|
|
2023
Q3 | $1.15M | Buy |
20,125
+247
| +1% | +$14.2K | 0.75% | 45 |
|
|
2023
Q2 | $1.48M | Sell |
19,878
-160
| -0.8% | -$11.9K | 0.93% | 33 |
|
|
2023
Q1 | $1.55M | Sell |
20,038
-166
| -0.8% | -$12.8K | 1.04% | 30 |
|
|
2022
Q4 | $1.69M | Buy |
20,204
+16,272
| +414% | +$1.36M | 1.13% | 29 |
|
|
2022
Q3 | $307K | Hold |
3,932
| – | – | 0.23% | 97 |
|
|
2022
Q2 | $304K | Sell |
3,932
-17,472
| -82% | -$1.35M | 0.22% | 101 |
|
|
2022
Q1 | $1.81M | Hold |
21,404
| – | – | 1.12% | 25 |
|
|
2021
Q4 | $2M | Sell |
21,404
-100
| -0.5% | -$9.34K | 1.19% | 27 |
|
|
2021
Q3 | $1.69M | Buy |
21,504
+140
| +0.7% | +$11K | 1.12% | 29 |
|
|
2021
Q2 | $1.57M | Sell |
21,364
-300
| -1% | -$22K | 1% | 34 |
|
|
2021
Q1 | $1.64M | Sell |
21,664
-1,350
| -6% | -$102K | 1.13% | 28 |
|
|
2020
Q4 | $1.78M | Sell |
23,014
-650
| -3% | -$50.2K | 1.31% | 24 |
|
|
2020
Q3 | $1.64M | Hold |
23,664
| – | – | 1.35% | 26 |
|
|
2020
Q2 | $1.42M | Hold |
23,664
| – | – | 1.27% | 26 |
|
|
2020
Q1 | $1.42M | Sell |
23,664
-200
| -0.8% | -$12K | 1.43% | 26 |
|
|
2019
Q4 | $1.45M | Hold |
23,864
| – | – | 1.13% | 29 |
|
|
2019
Q3 | $1.39M | Buy |
23,864
+1,132
| +5% | +$65.9K | 1.13% | 30 |
|
|
2019
Q2 | $1.16M | Hold |
22,732
| – | – | 0.97% | 32 |
|
|
2019
Q1 | $1.1M | Hold |
22,732
| – | – | 0.95% | 33 |
|
|
2018
Q4 | $988K | Hold |
22,732
| – | – | 0.97% | 32 |
|
|
2018
Q3 | $952K | Buy |
22,732
+600
| +3% | +$25.1K | 0.79% | 43 |
|
|
2018
Q2 | $924K | Buy |
22,132
+1,332
| +6% | +$55.6K | 0.83% | 40 |
|
|
2018
Q1 | $849K | Hold |
20,800
| – | – | 0.79% | 43 |
|
|
2017
Q4 | $812K | Sell |
20,800
-400
| -2% | -$15.6K | 0.73% | 44 |
|
|
2017
Q3 | $777K | Hold |
21,200
| – | – | 0.73% | 46 |
|
|
2017
Q2 | $743K | Buy |
+21,200
| New | +$743K | 0.74% | 47 |
|