BEI
Benjamin Edwards Inc’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Buy |
319,263
+10,878
| +4% | +$755K | 0.28% | 91 |
|
|
2025
Q1 | $21.9M | Buy |
308,385
+23,449
| +8% | +$1.66M | 0.31% | 92 |
|
|
2024
Q4 | $20.4M | Buy |
284,936
+472
| +0.2% | +$33.8K | 0.29% | 96 |
|
|
2024
Q3 | $24M | Buy |
284,464
+228,973
| +413% | +$19.4M | 0.35% | 82 |
|
|
2024
Q2 | $3.93M | Sell |
55,491
-1,447
| -3% | -$102K | 0.76% | 25 |
|
|
2024
Q1 | $3.64M | Sell |
56,938
-7,079
| -11% | -$452K | 0.72% | 30 |
|
|
2023
Q4 | $3.89M | Sell |
64,017
-572
| -0.9% | -$34.7K | 0.85% | 22 |
|
|
2023
Q3 | $3.7M | Sell |
64,589
-12,731
| -16% | -$729K | 0.88% | 25 |
|
|
2023
Q2 | $5.74M | Buy |
77,320
+2,016
| +3% | +$150K | 1.33% | 7 |
|
|
2023
Q1 | $5.8M | Sell |
75,304
-1,392
| -2% | -$107K | 1.42% | 7 |
|
|
2022
Q4 | $6.41M | Buy |
76,696
+1,342
| +2% | +$112K | 1.69% | 5 |
|
|
2022
Q3 | $5.91M | Sell |
75,354
-117
| -0.2% | -$9.18K | 1.77% | 3 |
|
|
2022
Q2 | $5.85M | Sell |
75,471
-3,167
| -4% | -$245K | 1.72% | 3 |
|
|
2022
Q1 | $6.66M | Sell |
78,638
-13,561
| -15% | -$1.15M | 1.94% | 3 |
|
|
2021
Q4 | $8.61M | Buy |
92,199
+52,029
| +130% | +$4.86M | 2.79% | 2 |
|
|
2021
Q3 | $3.15M | Buy |
40,170
+13,419
| +50% | +$1.05M | 1.92% | 4 |
|
|
2021
Q2 | $1.96M | Buy |
26,751
+2,911
| +12% | +$213K | 1.35% | 5 |
|
|
2021
Q1 | $1.8M | Sell |
23,840
-190
| -0.8% | -$14.4K | 1.37% | 8 |
|
|
2020
Q4 | $1.85M | Buy |
24,030
+15,803
| +192% | +$1.22M | 1.44% | 8 |
|
|
2020
Q3 | $2.28M | Sell |
8,227
-291
| -3% | -$80.8K | 1.89% | 4 |
|
|
2020
Q2 | $2.05M | Buy |
8,518
+5,893
| +224% | +$1.42M | 1.71% | 8 |
|
|
2020
Q1 | $632K | Buy |
2,625
+32
| +1% | +$7.7K | 0.66% | 48 |
|
|
2019
Q4 | $628K | Buy |
2,593
+22
| +0.9% | +$5.33K | 1.28% | 21 |
|
|
2019
Q3 | $599K | Buy |
2,571
+85
| +3% | +$19.8K | 1.3% | 19 |
|
|
2019
Q2 | $509K | Buy |
2,486
+631
| +34% | +$129K | 1.23% | 21 |
|
|
2019
Q1 | $359K | Buy |
+1,855
| New | +$359K | 1.72% | 9 |
|