Bedell Frazier Investment Counselling’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 | $380K | Sell |
5,476
-75
| -1% | -$5.21K | 0.1% | 84 |
|
|
2025
Q1 | $394K | Sell |
5,551
-75
| -1% | -$5.32K | 0.1% | 80 |
|
|
2024
Q4 | $403K | Sell |
5,626
-54
| -1% | -$3.87K | 0.1% | 83 |
|
|
2024
Q3 | $480K | Hold |
5,680
| – | – | 0.11% | 79 |
|
|
2024
Q2 | $402K | Sell |
5,680
-25
| -0.4% | -$1.77K | 0.1% | 82 |
|
|
2024
Q1 | $365K | Buy |
5,705
+35
| +0.6% | +$2.24K | 0.09% | 84 |
|
|
2023
Q4 | $344K | Hold |
5,670
| – | – | 0.09% | 75 |
|
|
2023
Q3 | $325K | Sell |
5,670
-4
| -0.1% | -$229 | 0.1% | 77 |
|
|
2023
Q2 | $421K | Hold |
5,674
| – | – | 0.12% | 74 |
|
|
2023
Q1 | $437K | Hold |
5,674
| – | – | 0.13% | 74 |
|
|
2022
Q4 | $474K | Hold |
5,674
| – | – | 0.12% | 77 |
|
|
2022
Q3 | $445K | Sell |
5,674
-40
| -0.7% | -$3.14K | 0.13% | 73 |
|
|
2022
Q2 | $443K | Sell |
5,714
-134
| -2% | -$10.4K | 0.14% | 59 |
|
|
2022
Q1 | $495K | Buy |
5,848
+440
| +8% | +$37.2K | 0.13% | 67 |
|
|
2021
Q4 | $505K | Buy |
5,408
+188
| +4% | +$17.6K | 0.12% | 73 |
|
|
2021
Q3 | $410K | Hold |
5,220
| – | – | 0.11% | 68 |
|
|
2021
Q2 | $383K | Hold |
5,220
| – | – | 0.1% | 75 |
|
|
2021
Q1 | $395K | Hold |
5,220
| – | – | 0.11% | 68 |
|
|
2020
Q4 | $403K | Hold |
5,220
| – | – | 0.12% | 64 |
|
|
2020
Q3 | $362K | Sell |
5,220
-800
| -13% | -$55.5K | 0.13% | 59 |
|
|
2020
Q2 | $361K | Buy |
6,020
+4
| +0.1% | +$240 | 0.15% | 52 |
|
|
2020
Q1 | $362K | Hold |
6,016
| – | – | 0.17% | 42 |
|
|
2019
Q4 | $350K | Hold |
6,016
| – | – | 0.14% | 43 |
|
|
2019
Q3 | $350K | Hold |
6,016
| – | – | 0.14% | 45 |
|
|
2019
Q2 | $308K | Hold |
6,016
| – | – | 0.11% | 45 |
|
|
2019
Q1 | $291K | Buy |
6,016
+416
| +7% | +$20.1K | 0.11% | 48 |
|
|
2018
Q4 | $243K | Hold |
5,600
| – | – | 0.1% | 44 |
|
|
2018
Q3 | $235K | Hold |
5,600
| – | – | 0.07% | 56 |
|
|
2018
Q2 | $234K | Hold |
5,600
| – | – | 0.07% | 53 |
|
|
2018
Q1 | $229K | Sell |
5,600
-800
| -13% | -$32.7K | 0.08% | 48 |
|
|
2017
Q4 | $250K | Buy |
6,400
+1,928
| +43% | +$75.3K | 0.09% | 44 |
|
|
2017
Q3 | $234K | Sell |
4,472
-1,928
| -30% | -$101K | 0.11% | 37 |
|
|
2017
Q2 | $224K | Hold |
6,400
| – | – | 0.08% | 43 |
|
|
2017
Q1 | $205K | Buy |
+6,400
| New | +$205K | 0.08% | 42 |
|
|
2016
Q3 | – | Sell |
-6,400
| Closed | -$209K | – | 57 |
|
|
2016
Q2 | $209K | Buy |
+6,400
| New | +$209K | 0.1% | 42 |
|