Bell Investment Advisors’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 | $50.3K | Buy |
724
+58
| +9% | +$4.03K | 0.01% | 246 |
|
2025
Q1 | $47.2K | Buy |
666
+12
| +2% | +$851 | 0.01% | 227 |
|
2024
Q4 | $46.9K | Sell |
654
-30
| -4% | -$2.15K | 0.01% | 229 |
|
2024
Q3 | $57.8K | Buy |
684
+21
| +3% | +$1.78K | 0.01% | 209 |
|
2024
Q2 | $46.9K | Buy |
663
+69
| +12% | +$4.89K | 0.01% | 221 |
|
2024
Q1 | $38K | Buy |
594
+50
| +9% | +$3.2K | 0.01% | 252 |
|
2023
Q4 | $33K | Sell |
544
-34
| -6% | -$2.07K | 0.01% | 250 |
|
2023
Q3 | $33.1K | Sell |
578
-29
| -5% | -$1.66K | 0.01% | 224 |
|
2023
Q2 | $45K | Buy |
607
+123
| +25% | +$9.13K | 0.01% | 181 |
|
2023
Q1 | $37.3K | Sell |
484
-126
| -21% | -$9.71K | 0.01% | 203 |
|
2022
Q4 | $51K | Buy |
610
+124
| +26% | +$10.4K | 0.01% | 160 |
|
2022
Q3 | $38K | Buy |
486
+65
| +15% | +$5.08K | 0.01% | 167 |
|
2022
Q2 | $33K | Buy |
+421
| New | +$33K | 0.01% | 183 |
|
2021
Q4 | $36K | Buy |
382
+115
| +43% | +$10.8K | 0.01% | 196 |
|
2021
Q3 | $21K | Buy |
+267
| New | +$21K | 0.01% | 276 |
|