BFA
Beaumont Financial Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
34,834
+1,745
| +5% | +$121K | 0.18% | 80 |
|
|
2025
Q1 | $2.35M | Buy |
33,089
+6,230
| +23% | +$442K | 0.18% | 79 |
|
|
2024
Q4 | $1.93M | Sell |
26,859
-596
| -2% | -$42.7K | 0.14% | 95 |
|
|
2024
Q3 | $2.32M | Sell |
27,455
-2,822
| -9% | -$239K | 0.18% | 77 |
|
|
2024
Q2 | $2.14M | Sell |
30,277
-145,371
| -83% | -$10.3M | 0.17% | 85 |
|
|
2024
Q1 | $11.2M | Buy |
175,648
+34,041
| +24% | +$2.18M | 0.93% | 33 |
|
|
2023
Q4 | $8.6M | Buy |
141,607
+2,824
| +2% | +$172K | 0.78% | 38 |
|
|
2023
Q3 | $7.95M | Buy |
138,783
+83,367
| +150% | +$4.78M | 0.79% | 35 |
|
|
2023
Q2 | $6.12M | Sell |
55,416
-53,481
| -49% | -$5.9M | 0.56% | 45 |
|
|
2023
Q1 | $8.39M | Sell |
108,897
-2,381
| -2% | -$184K | 0.85% | 28 |
|
|
2022
Q4 | $9.3M | Buy |
111,278
+48,016
| +76% | +$4.01M | 0.93% | 28 |
|
|
2022
Q3 | $4.96M | Buy |
63,262
+1,412
| +2% | +$111K | 0.48% | 40 |
|
|
2022
Q2 | $4.79M | Buy |
61,850
+250
| +0.4% | +$19.4K | 0.43% | 48 |
|
|
2022
Q1 | $5.22M | Buy |
61,600
+7,280
| +13% | +$617K | 0.4% | 59 |
|
|
2021
Q4 | $5.07M | Buy |
54,320
+316
| +0.6% | +$29.5K | 0.37% | 54 |
|
|
2021
Q3 | $4.24M | Sell |
54,004
-597
| -1% | -$46.9K | 0.33% | 60 |
|
|
2021
Q2 | $4M | Buy |
54,601
+2,324
| +4% | +$170K | 0.31% | 59 |
|
|
2021
Q1 | $3.95M | Buy |
52,277
+984
| +2% | +$74.4K | 0.33% | 69 |
|
|
2020
Q4 | $3.96M | Buy |
51,293
+38,047
| +287% | +$2.94M | 0.35% | 72 |
|
|
2020
Q3 | $3.68M | Buy |
13,246
+9,521
| +256% | +$2.64M | 0.35% | 76 |
|
|
2020
Q2 | $895K | Buy |
3,725
+770
| +26% | +$185K | 0.09% | 145 |
|
|
2020
Q1 | $711K | Sell |
2,955
-1,051
| -26% | -$253K | 0.09% | 121 |
|
|
2019
Q4 | $970K | Buy |
4,006
+540
| +16% | +$131K | 0.1% | 133 |
|
|
2019
Q3 | $808K | Buy |
3,466
+22
| +0.6% | +$5.13K | 0.08% | 140 |
|
|
2019
Q2 | $706K | Buy |
3,444
+156
| +5% | +$32K | 0.07% | 135 |
|
|
2019
Q1 | $636K | Hold |
3,288
| – | – | 0.07% | 140 |
|
|
2018
Q4 | $572K | Sell |
3,288
-39
| -1% | -$6.79K | 0.09% | 117 |
|
|
2018
Q3 | $558K | Sell |
3,327
-329
| -9% | -$55.2K | 0.06% | 141 |
|
|
2018
Q2 | $611K | Buy |
3,656
+684
| +23% | +$114K | 0.06% | 119 |
|
|
2018
Q1 | $485K | Buy |
+2,972
| New | +$485K | 0.05% | 142 |
|
|
2017
Q2 | – | Sell |
-1,699
| Closed | -$218K | – | 186 |
|
|
2017
Q1 | $218K | Buy |
+1,699
| New | +$218K | 0.03% | 173 |
|