Beaumont Financial Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
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|
2025
Q1 | $2.35M | Buy |
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|
2024
Q4 | $1.93M | Sell |
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|
2024
Q3 | $2.32M | Sell |
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|
2024
Q2 | $2.14M | Sell |
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|
2024
Q1 | $11.2M | Buy |
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|
2023
Q4 | $8.6M | Buy |
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|
2023
Q3 | $7.95M | Buy |
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|
2023
Q2 | $6.12M | Sell |
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|
2023
Q1 | $8.39M | Sell |
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|
2022
Q4 | $9.3M | Buy |
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|
2022
Q3 | $4.96M | Buy |
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|
2022
Q2 | $4.79M | Buy |
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|
2022
Q1 | $5.22M | Buy |
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|
2021
Q4 | $5.07M | Buy |
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|
2021
Q3 | $4.24M | Sell |
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|
2021
Q2 | $4M | Buy |
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|
2021
Q1 | $3.95M | Buy |
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|
2020
Q4 | $3.96M | Sell |
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|
2020
Q3 | $3.68M | Buy |
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|
2020
Q2 | $895K | Buy |
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|
2020
Q1 | $711K | Sell |
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|
2019
Q4 | $970K | Buy |
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|
2019
Q3 | $808K | Buy |
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|
2019
Q2 | $706K | Buy |
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|
2019
Q1 | $636K | Hold |
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|
2018
Q4 | $572K | Sell |
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|
2018
Q3 | $558K | Sell |
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|
2018
Q2 | $611K | Buy |
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|
2018
Q1 | $485K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $218K | Buy |
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