BFC
Bedel Financial Consulting’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $811K | Sell |
11,681
-86
| -0.7% | -$5.97K | 0.11% | 106 |
|
2025
Q1 | $783K | Buy |
11,767
+86
| +0.7% | +$5.72K | 0.11% | 103 |
|
2024
Q4 | $808K | Sell |
11,681
-41
| -0.3% | -$2.84K | 0.11% | 101 |
|
2024
Q3 | $991K | Buy |
11,722
+741
| +7% | +$62.6K | 0.14% | 84 |
|
2024
Q2 | $778K | Hold |
10,981
| – | – | 0.11% | 95 |
|
2024
Q1 | $702K | Sell |
10,981
-89
| -0.8% | -$5.69K | 0.11% | 98 |
|
2023
Q4 | $672K | Sell |
11,070
-346
| -3% | -$21K | 0.12% | 100 |
|
2023
Q3 | $654K | Hold |
11,416
| – | – | 0.13% | 92 |
|
2023
Q2 | $847K | Sell |
11,416
-206
| -2% | -$15.3K | 0.18% | 72 |
|
2023
Q1 | $896K | Buy |
11,622
+2
| +0% | +$154 | 0.22% | 69 |
|
2022
Q4 | $971K | Buy |
11,620
+1
| +0% | +$84 | 0.24% | 59 |
|
2022
Q3 | $898K | Sell |
11,619
-1,799
| -13% | -$139K | 0.24% | 63 |
|
2022
Q2 | $1.04M | Buy |
13,418
+1
| +0% | +$77 | 0.3% | 46 |
|
2022
Q1 | $1.14M | Sell |
13,417
-51
| -0.4% | -$4.32K | 0.36% | 38 |
|
2021
Q4 | $1.26M | Sell |
13,468
-92
| -0.7% | -$8.59K | 0.39% | 38 |
|
2021
Q3 | $1.07M | Hold |
13,560
| – | – | 0.37% | 38 |
|
2021
Q2 | $994K | Hold |
13,560
| – | – | 0.35% | 43 |
|
2021
Q1 | $1.03M | Buy |
13,560
+228
| +2% | +$17.2K | 0.4% | 35 |
|
2020
Q4 | $1.03M | Buy |
13,332
+9,999
| +300% | +$772K | 0.46% | 31 |
|
2020
Q3 | $925K | Buy |
3,333
+12
| +0.4% | +$3.33K | 0.46% | 31 |
|
2020
Q2 | $798K | Sell |
3,321
-105
| -3% | -$25.2K | 0.43% | 34 |
|
2020
Q1 | $824K | Hold |
3,426
| – | – | 0.54% | 25 |
|
2019
Q4 | $830K | Buy |
3,426
+14
| +0.4% | +$3.39K | 0.47% | 30 |
|
2019
Q3 | $795K | Buy |
3,412
+47
| +1% | +$11K | 0.48% | 36 |
|
2019
Q2 | $689K | Sell |
3,365
-155
| -4% | -$31.7K | 0.42% | 42 |
|
2019
Q1 | $680K | Sell |
3,520
-155
| -4% | -$29.9K | 0.43% | 37 |
|
2018
Q4 | $639K | Sell |
3,675
-310
| -8% | -$53.9K | 0.46% | 37 |
|
2018
Q3 | $682K | Buy |
3,985
+310
| +8% | +$53.1K | 0.46% | 40 |
|
2018
Q2 | $614K | Hold |
3,675
| – | – | 0.45% | 42 |
|
2018
Q1 | $600K | Hold |
3,675
| – | – | 0.46% | 44 |
|
2017
Q4 | $574K | Buy |
+3,675
| New | +$574K | 0.52% | 46 |
|