Berger Financial Group’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 | $984K | Sell |
14,169
-984
| -6% | -$68.3K | 0.06% | 196 |
|
|
2025
Q1 | $1.07M | Sell |
15,153
-47
| -0.3% | -$3.33K | 0.07% | 181 |
|
|
2024
Q4 | $1.09M | Sell |
15,200
-115
| -0.8% | -$8.24K | 0.08% | 170 |
|
|
2024
Q3 | $1.29M | Sell |
15,315
-10
| -0.1% | -$845 | 0.09% | 147 |
|
|
2024
Q2 | $1.09M | Sell |
15,325
-1,236
| -7% | -$87.5K | 0.09% | 145 |
|
|
2024
Q1 | $1.06M | Sell |
16,561
-5,270
| -24% | -$337K | 0.09% | 145 |
|
|
2023
Q4 | $1.33M | Sell |
21,831
-7,708
| -26% | -$468K | 0.14% | 109 |
|
|
2023
Q3 | $1.69M | Sell |
29,539
-8,102
| -22% | -$464K | 0.19% | 103 |
|
|
2023
Q2 | $2.79M | Sell |
37,641
-1,868
| -5% | -$139K | 0.32% | 83 |
|
|
2023
Q1 | $3.05M | Sell |
39,509
-1,169
| -3% | -$90.1K | 0.37% | 79 |
|
|
2022
Q4 | $3.4M | Sell |
40,678
-2,109
| -5% | -$176K | 0.45% | 70 |
|
|
2022
Q3 | $3.36M | Buy |
42,787
+1,048
| +3% | +$82.2K | 0.49% | 61 |
|
|
2022
Q2 | $3.23M | Sell |
41,739
-2,896
| -6% | -$224K | 0.47% | 60 |
|
|
2022
Q1 | $3.78M | Sell |
44,635
-552
| -1% | -$46.8K | 0.48% | 64 |
|
|
2021
Q4 | $4.22M | Buy |
+45,187
| New | +$4.22M | 0.56% | 59 |
|