Beese Fulmer Investment 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 | $504K | Buy |
7,258
+206
| +3% | +$14.3K | 0.04% | 178 |
|
|
2025
Q1 | $500K | Buy |
7,052
+868
| +14% | +$61.5K | 0.04% | 153 |
|
|
2024
Q4 | $443K | Sell |
6,184
-120
| -2% | -$8.6K | 0.04% | 159 |
|
|
2024
Q3 | $533K | Sell |
6,304
-353
| -5% | -$29.8K | 0.05% | 149 |
|
|
2024
Q2 | $471K | Sell |
6,657
-24
| -0.4% | -$1.7K | 0.04% | 151 |
|
|
2024
Q1 | $427K | Sell |
6,681
-2,331
| -26% | -$149K | 0.04% | 156 |
|
|
2023
Q4 | $547K | Sell |
9,012
-708
| -7% | -$43K | 0.06% | 142 |
|
|
2023
Q3 | $557K | Sell |
9,720
-388
| -4% | -$22.2K | 0.06% | 141 |
|
|
2023
Q2 | $750K | Buy |
10,108
+135
| +1% | +$10K | 0.08% | 130 |
|
|
2023
Q1 | $769K | Sell |
9,973
-381
| -4% | -$29.4K | 0.09% | 130 |
|
|
2022
Q4 | $866K | Buy |
10,354
+410
| +4% | +$34.3K | 0.1% | 125 |
|
|
2022
Q3 | $780K | Hold |
9,944
| – | – | 0.1% | 125 |
|
|
2022
Q2 | $770K | Hold |
9,944
| – | – | 0.1% | 126 |
|
|
2022
Q1 | $842K | Sell |
9,944
-376
| -4% | -$31.8K | 0.09% | 126 |
|
|
2021
Q4 | $963K | Buy |
10,320
+833
| +9% | +$77.7K | 0.1% | 123 |
|
|
2021
Q3 | $745K | Buy |
9,487
+266
| +3% | +$20.9K | 0.08% | 132 |
|
|
2021
Q2 | $676K | Hold |
9,221
| – | – | 0.08% | 133 |
|
|
2021
Q1 | $697K | Buy |
9,221
+836
| +10% | +$63.2K | 0.08% | 131 |
|
|
2020
Q4 | $647K | Sell |
8,385
-139
| -2% | -$10.7K | 0.08% | 128 |
|
|
2020
Q3 | $591K | Sell |
8,524
-1,200
| -12% | -$83.2K | 0.08% | 125 |
|
|
2020
Q2 | $584K | Buy |
9,724
+400
| +4% | +$24K | 0.09% | 122 |
|
|
2020
Q1 | $561K | Hold |
9,324
| – | – | 0.1% | 122 |
|
|
2019
Q4 | $564K | Hold |
9,324
| – | – | 0.08% | 126 |
|
|
2019
Q3 | $543K | Buy |
9,324
+968
| +12% | +$56.4K | 0.08% | 127 |
|
|
2019
Q2 | $428K | Hold |
8,356
| – | – | 0.08% | 117 |
|
|
2019
Q1 | $404K | Sell |
8,356
-920
| -10% | -$44.5K | 0.08% | 117 |
|
|
2018
Q4 | $403K | Hold |
9,276
| – | – | 0.09% | 113 |
|
|
2018
Q3 | $389K | Buy |
9,276
+4
| +0% | +$168 | 0.08% | 120 |
|
|
2018
Q2 | $387K | Buy |
9,272
+4
| +0% | +$167 | 0.08% | 119 |
|
|
2018
Q1 | $378K | Buy |
9,268
+4
| +0% | +$163 | 0.08% | 120 |
|
|
2017
Q4 | $362K | Buy |
9,264
+4
| +0% | +$156 | 0.08% | 125 |
|
|
2017
Q3 | $339K | Buy |
9,260
+516
| +6% | +$18.9K | 0.08% | 127 |
|
|
2017
Q2 | $306K | Sell |
8,744
-52
| -0.6% | -$1.82K | 0.07% | 127 |
|
|
2017
Q1 | $282K | Buy |
8,796
+52
| +0.6% | +$1.67K | 0.07% | 136 |
|
|
2016
Q4 | $261K | Hold |
8,744
| – | – | 0.07% | 138 |
|
|
2016
Q3 | $267K | Hold |
8,744
| – | – | 0.07% | 132 |
|
|
2016
Q2 | $285K | Hold |
8,744
| – | – | 0.08% | 123 |
|
|
2016
Q1 | $255K | Hold |
8,744
| – | – | 0.07% | 128 |
|
|
2015
Q4 | $227K | Buy |
+8,744
| New | +$227K | 0.07% | 132 |
|