BFA
Benedict Financial Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
18,806
+120
| +0.6% | +$8.33K | 0.3% | 88 |
|
|
2025
Q1 | $1.32M | Buy |
18,686
+120
| +0.6% | +$8.51K | 0.31% | 89 |
|
|
2024
Q4 | $1.33M | Buy |
18,566
+540
| +3% | +$38.7K | 0.32% | 87 |
|
|
2024
Q3 | $1.52M | Sell |
18,026
-418
| -2% | -$35.3K | 0.36% | 85 |
|
|
2024
Q2 | $1.31M | Buy |
18,444
+1,450
| +9% | +$103K | 0.33% | 86 |
|
|
2024
Q1 | $1.09M | Buy |
16,994
+2,309
| +16% | +$148K | 0.28% | 93 |
|
|
2023
Q4 | $892K | Buy |
14,685
+22
| +0.2% | +$1.34K | 0.24% | 91 |
|
|
2023
Q3 | $840K | Buy |
14,663
+23
| +0.2% | +$1.32K | 0.24% | 93 |
|
|
2023
Q2 | $1.09M | Sell |
14,640
-224
| -2% | -$16.6K | 0.3% | 89 |
|
|
2023
Q1 | $1.15M | Sell |
14,864
-241
| -2% | -$18.6K | 0.32% | 87 |
|
|
2022
Q4 | $1.26M | Sell |
15,105
-3,488
| -19% | -$292K | 0.38% | 81 |
|
|
2022
Q3 | $1.46M | Sell |
18,593
-33
| -0.2% | -$2.59K | 0.47% | 72 |
|
|
2022
Q2 | $1.44M | Sell |
18,626
-301
| -2% | -$23.3K | 0.43% | 75 |
|
|
2022
Q1 | $1.6M | Sell |
18,927
-79
| -0.4% | -$6.69K | 0.43% | 77 |
|
|
2021
Q4 | $1.77M | Sell |
19,006
-18
| -0.1% | -$1.68K | 0.46% | 77 |
|
|
2021
Q3 | $1.49M | Sell |
19,024
-389
| -2% | -$30.5K | 0.42% | 79 |
|
|
2021
Q2 | $1.42M | Sell |
19,413
-454
| -2% | -$33.3K | 0.4% | 79 |
|
|
2021
Q1 | $1.5M | Sell |
19,867
-403
| -2% | -$30.5K | 0.43% | 76 |
|
|
2020
Q4 | $1.56M | Buy |
20,270
+15,143
| +295% | +$1.17M | 0.56% | 59 |
|
|
2020
Q3 | $1.42M | Sell |
5,127
-150
| -3% | -$41.6K | 0.55% | 59 |
|
|
2020
Q2 | $1.27M | Buy |
5,277
+5
| +0.1% | +$1.2K | 0.52% | 62 |
|
|
2020
Q1 | $1.27M | Sell |
5,272
-95
| -2% | -$22.9K | 0.6% | 56 |
|
|
2019
Q4 | $1.3M | Sell |
5,367
-620
| -10% | -$150K | 0.51% | 66 |
|
|
2019
Q3 | $1.4M | Sell |
5,987
-56
| -0.9% | -$13K | 0.57% | 59 |
|
|
2019
Q2 | $1.24M | Sell |
6,043
-7
| -0.1% | -$1.43K | 0.52% | 65 |
|
|
2019
Q1 | $1.17M | Sell |
6,050
-165
| -3% | -$31.9K | 0.51% | 64 |
|
|
2018
Q4 | $1.08M | Buy |
6,215
+124
| +2% | +$21.5K | 0.53% | 62 |
|
|
2018
Q3 | $1.02M | Buy |
6,091
+55
| +0.9% | +$9.22K | 0.46% | 71 |
|
|
2018
Q2 | $1.01M | Buy |
6,036
+24
| +0.4% | +$4.01K | 0.5% | 67 |
|
|
2018
Q1 | $982K | Sell |
6,012
-36
| -0.6% | -$5.88K | 0.49% | 66 |
|
|
2017
Q4 | $945K | Buy |
6,048
+147
| +2% | +$23K | 0.46% | 67 |
|
|
2017
Q3 | $865K | Buy |
5,901
+17
| +0.3% | +$2.49K | 0.44% | 68 |
|
|
2017
Q2 | $849K | Buy |
5,884
+333
| +6% | +$48K | 0.44% | 66 |
|
|
2017
Q1 | $713K | Buy |
5,551
+181
| +3% | +$23.2K | 0.39% | 67 |
|
|
2016
Q4 | $642K | Sell |
5,370
-195
| -4% | -$23.3K | 0.37% | 67 |
|
|
2016
Q3 | $674K | Sell |
5,565
-73
| -1% | -$8.84K | 0.39% | 67 |
|
|
2016
Q2 | $731K | Buy |
5,638
+54
| +1% | +$7K | 0.43% | 63 |
|
|
2016
Q1 | $661K | Buy |
5,584
+72
| +1% | +$8.52K | 0.4% | 62 |
|
|
2015
Q4 | $573K | Buy |
5,512
+511
| +10% | +$53.1K | 0.36% | 62 |
|
|
2015
Q3 | $488K | Buy |
5,001
+121
| +2% | +$11.8K | 0.34% | 66 |
|
|
2015
Q2 | $498K | Sell |
4,880
-54
| -1% | -$5.51K | 0.32% | 68 |
|
|
2015
Q1 | $512K | Sell |
4,934
-24
| -0.5% | -$2.49K | 0.33% | 69 |
|
|
2014
Q4 | $525K | Buy |
+4,958
| New | +$525K | 0.34% | 66 |
|