Bellecapital’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
Q1 | – | Sell |
-2,976
| Closed | -$213K | – | 153 |
|
|
2024
Q4 | $213K | Buy |
+2,976
| New | +$213K | 0.04% | 135 |
|
|
2024
Q3 | – | Sell |
-8,637
| Closed | -$612K | – | 165 |
|
|
2024
Q2 | $612K | Sell |
8,637
-7,285
| -46% | -$516K | 0.13% | 92 |
|
|
2024
Q1 | $1.02M | Sell |
15,922
-963
| -6% | -$61.5K | 0.22% | 69 |
|
|
2023
Q4 | $1.03M | Buy |
16,885
+6,859
| +68% | +$417K | 0.23% | 65 |
|
|
2023
Q3 | $574K | Buy |
10,026
+39
| +0.4% | +$2.23K | 0.14% | 93 |
|
|
2023
Q2 | $741K | Sell |
9,987
-1,475
| -13% | -$109K | 0.18% | 86 |
|
|
2023
Q1 | $883K | Sell |
11,462
-187
| -2% | -$14.4K | 0.22% | 81 |
|
|
2022
Q4 | $974K | Hold |
11,649
| – | – | 0.27% | 68 |
|
|
2022
Q3 | $913K | Sell |
11,649
-157
| -1% | -$12.3K | 0.28% | 66 |
|
|
2022
Q2 | $914K | Sell |
11,806
-224
| -2% | -$17.3K | 0.26% | 72 |
|
|
2022
Q1 | $1.02M | Buy |
12,030
+49
| +0.4% | +$4.15K | 0.32% | 63 |
|
|
2021
Q4 | $1.12M | Buy |
11,981
+54
| +0.5% | +$5.04K | 0.32% | 62 |
|
|
2021
Q3 | $937K | Buy |
11,927
+166
| +1% | +$13K | 0.29% | 69 |
|
|
2021
Q2 | $862K | Buy |
11,761
+554
| +5% | +$40.6K | 0.26% | 74 |
|
|
2021
Q1 | $847K | Buy |
11,207
+1,139
| +11% | +$86.1K | 0.26% | 71 |
|
|
2020
Q4 | $777K | Buy |
10,068
+2,956
| +42% | +$228K | 0.26% | 70 |
|
|
2020
Q3 | $494K | Buy |
7,112
+940
| +15% | +$65.3K | 0.23% | 81 |
|
|
2020
Q2 | $371K | Sell |
6,172
-840
| -12% | -$50.5K | 0.17% | 90 |
|
|
2020
Q1 | $422K | Buy |
7,012
+360
| +5% | +$21.7K | 0.27% | 74 |
|
|
2019
Q4 | $403K | Buy |
+6,652
| New | +$403K | 0.21% | 95 |
|