BWM
BerganKDV Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $440K | Sell |
5,929
-1,470
| -20% | -$109K | 0.04% | 172 |
|
|
2023
Q1 | $570K | Buy |
7,399
+2,160
| +41% | +$166K | 0.06% | 162 |
|
|
2022
Q4 | $438K | Buy |
5,239
+13
| +0.2% | +$1.09K | 0.05% | 175 |
|
|
2022
Q3 | $410K | Sell |
5,226
-1,599
| -23% | -$125K | 0.05% | 178 |
|
|
2022
Q2 | $529K | Sell |
6,825
-6
| -0.1% | -$465 | 0.06% | 173 |
|
|
2022
Q1 | $579K | Sell |
6,831
-127
| -2% | -$10.8K | 0.06% | 174 |
|
|
2021
Q4 | $650K | Buy |
6,958
+85
| +1% | +$7.94K | 0.07% | 168 |
|
|
2021
Q3 | $540K | Buy |
6,873
+472
| +7% | +$37.1K | 0.06% | 172 |
|
|
2021
Q2 | $469K | Sell |
6,401
-1
| -0% | -$73 | 0.06% | 182 |
|
|
2021
Q1 | $484K | Sell |
6,402
-213
| -3% | -$16.1K | 0.06% | 170 |
|
|
2020
Q4 | $510K | Buy |
6,615
+5,011
| +312% | +$386K | 0.07% | 156 |
|
|
2020
Q3 | $445K | Hold |
1,604
| – | – | 0.07% | 161 |
|
|
2020
Q2 | $385K | Sell |
1,604
-57
| -3% | -$13.7K | 0.07% | 169 |
|
|
2020
Q1 | $400K | Sell |
1,661
-132
| -7% | -$31.8K | 0.08% | 150 |
|
|
2019
Q4 | $434K | Buy |
1,793
+204
| +13% | +$49.4K | 0.08% | 163 |
|
|
2019
Q3 | $370K | Buy |
1,589
+1
| +0.1% | +$233 | 0.07% | 156 |
|
|
2019
Q2 | $325K | Hold |
1,588
| – | – | 0.06% | 168 |
|
|
2019
Q1 | $307K | Hold |
1,588
| – | – | 0.06% | 163 |
|
|
2018
Q4 | $276K | Buy |
1,588
+27
| +2% | +$4.69K | 0.06% | 152 |
|
|
2018
Q3 | $262K | Hold |
1,561
| – | – | 0.06% | 175 |
|
|
2018
Q2 | $261K | Sell |
1,561
-12
| -0.8% | -$2.01K | 0.06% | 177 |
|
|
2018
Q1 | $257K | Sell |
1,573
-119
| -7% | -$19.4K | 0.07% | 165 |
|
|
2017
Q4 | $264K | Sell |
1,692
-109
| -6% | -$17K | 0.06% | 171 |
|
|
2017
Q3 | $264K | Buy |
1,801
+21
| +1% | +$3.08K | 0.07% | 168 |
|
|
2017
Q2 | $249K | Hold |
1,780
| – | – | 0.07% | 150 |
|
|
2017
Q1 | $229K | Sell |
1,780
-26
| -1% | -$3.35K | 0.07% | 154 |
|
|
2016
Q4 | $216K | Sell |
1,806
-156
| -8% | -$18.7K | 0.07% | 153 |
|
|
2016
Q3 | $240K | Buy |
1,962
+72
| +4% | +$8.81K | 0.08% | 141 |
|
|
2016
Q2 | $246K | Hold |
1,890
| – | – | 0.11% | 129 |
|
|
2016
Q1 | $224K | Buy |
+1,890
| New | +$224K | 0.13% | 126 |
|