Beck Capital Management’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 | $1.68M | Sell |
24,153
-1,755
| -7% | -$122K | 0.42% | 64 |
|
|
2025
Q1 | $1.84M | Buy |
+25,908
| New | +$1.84M | 0.54% | 61 |
|
|
2024
Q4 | – | Sell |
-35,712
| Closed | -$3.02M | – | 121 |
|
|
2024
Q3 | $3.02M | Sell |
35,712
-516
| -1% | -$43.6K | 0.81% | 42 |
|
|
2024
Q2 | $2.57M | Buy |
+36,228
| New | +$2.57M | 0.71% | 50 |
|
|
2023
Q4 | – | Sell |
-10,697
| Closed | -$613K | – | 118 |
|
|
2023
Q3 | $613K | Sell |
10,697
-1,655
| -13% | -$94.8K | 0.24% | 90 |
|
|
2023
Q2 | $916K | Sell |
12,352
-1,088
| -8% | -$80.7K | 0.36% | 80 |
|
|
2023
Q1 | $1.04M | Buy |
13,440
+85
| +0.6% | +$6.55K | 0.44% | 84 |
|
|
2022
Q4 | $1.12M | Sell |
13,355
-725
| -5% | -$60.6K | 0.47% | 91 |
|
|
2022
Q3 | $1.1M | Buy |
14,080
+41
| +0.3% | +$3.22K | 0.47% | 84 |
|
|
2022
Q2 | $1.09M | Sell |
14,039
-119
| -0.8% | -$9.21K | 0.49% | 73 |
|
|
2022
Q1 | $1.2M | Sell |
14,158
-859
| -6% | -$72.7K | 0.37% | 93 |
|
|
2021
Q4 | $1.4M | Buy |
15,017
+656
| +5% | +$61.2K | 0.43% | 87 |
|
|
2021
Q3 | $1.13M | Sell |
14,361
-352
| -2% | -$27.6K | 0.38% | 95 |
|
|
2021
Q2 | $1.08M | Buy |
14,713
+40
| +0.3% | +$2.93K | 0.36% | 86 |
|
|
2021
Q1 | $1.11M | Buy |
14,673
+112
| +0.8% | +$8.47K | 0.42% | 70 |
|
|
2020
Q4 | $1.12M | Buy |
14,561
+309
| +2% | +$23.8K | 0.47% | 63 |
|
|
2020
Q3 | $989K | Buy |
14,252
+728
| +5% | +$50.5K | 0.56% | 47 |
|
|
2020
Q2 | $812K | Buy |
13,524
+1,020
| +8% | +$61.2K | 0.41% | 58 |
|
|
2020
Q1 | $752K | Sell |
12,504
-4,820
| -28% | -$290K | 0.69% | 38 |
|
|
2019
Q4 | $1.05M | Sell |
17,324
-324
| -2% | -$19.6K | 0.51% | 54 |
|
|
2019
Q3 | $1.03M | Buy |
17,648
+380
| +2% | +$22.1K | 0.56% | 52 |
|
|
2019
Q2 | $884K | Buy |
17,268
+2,212
| +15% | +$113K | 0.47% | 53 |
|
|
2019
Q1 | $728K | Buy |
15,056
+160
| +1% | +$7.74K | 0.35% | 66 |
|
|
2018
Q4 | $647K | Buy |
14,896
+3,280
| +28% | +$142K | 0.55% | 42 |
|
|
2018
Q3 | $487K | Buy |
11,616
+696
| +6% | +$29.2K | 0.21% | 72 |
|
|
2018
Q2 | $456K | Buy |
10,920
+2,440
| +29% | +$102K | 0.22% | 67 |
|
|
2018
Q1 | $346K | Buy |
+8,480
| New | +$346K | 0.16% | 87 |
|
|
2016
Q4 | – | Sell |
-104,848
| Closed | -$3.21M | – | 109 |
|
|
2016
Q3 | $3.21M | Sell |
104,848
-4,564
| -4% | -$140K | 1.95% | 17 |
|
|
2016
Q2 | $3.57M | Sell |
109,412
-916
| -0.8% | -$29.9K | 2.27% | 7 |
|
|
2016
Q1 | $3.26M | Buy |
110,328
+208
| +0.2% | +$6.15K | 2.25% | 15 |
|
|
2015
Q4 | $2.86M | Buy |
110,120
+6,280
| +6% | +$163K | 1.68% | 20 |
|
|
2015
Q3 | $2.59M | Buy |
103,840
+4,936
| +5% | +$123K | 1.8% | 21 |
|
|
2015
Q2 | $2.42M | Sell |
98,904
-5,096
| -5% | -$125K | 1.3% | 26 |
|
|
2015
Q1 | $2.71M | Sell |
104,000
-3,024
| -3% | -$78.7K | 1.55% | 17 |
|
|
2014
Q4 | $2.84M | Sell |
107,024
-1,520
| -1% | -$40.4K | 1.66% | 16 |
|
|
2014
Q3 | $2.54M | Buy |
108,544
+6,620
| +6% | +$155K | 1.79% | 13 |
|
|
2014
Q2 | $2.61M | Buy |
101,924
+8,108
| +9% | +$208K | 1.73% | 12 |
|
|
2014
Q1 | $2.23M | Buy |
93,816
+9,552
| +11% | +$227K | 1.7% | 13 |
|
|
2013
Q4 | $1.87M | Buy |
+84,264
| New | +$1.87M | 1.5% | 17 |
|