Berkeley Capital Partners’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 | $305K | Sell |
4,394
-1,189
| -21% | -$82.5K | 0.08% | 142 |
|
|
2025
Q1 | $396K | Buy |
5,583
+140
| +3% | +$9.93K | 0.11% | 125 |
|
|
2024
Q4 | $390K | Sell |
5,443
-944
| -15% | -$67.7K | 0.11% | 136 |
|
|
2024
Q3 | $540K | Buy |
6,387
+751
| +13% | +$63.5K | 0.15% | 109 |
|
|
2024
Q2 | $399K | Buy |
5,636
+271
| +5% | +$19.2K | 0.12% | 128 |
|
|
2024
Q1 | $343K | Buy |
5,365
+350
| +7% | +$22.4K | 0.1% | 133 |
|
|
2023
Q4 | $305K | Buy |
5,015
+171
| +4% | +$10.4K | 0.1% | 135 |
|
|
2023
Q3 | $278K | Sell |
4,844
-747
| -13% | -$42.8K | 0.1% | 130 |
|
|
2023
Q2 | $415K | Buy |
5,591
+276
| +5% | +$20.5K | 0.15% | 103 |
|
|
2023
Q1 | $410K | Sell |
5,315
-1,491
| -22% | -$115K | 0.15% | 97 |
|
|
2022
Q4 | $569K | Buy |
6,806
+313
| +5% | +$26.2K | 0.22% | 88 |
|
|
2022
Q3 | $509K | Sell |
6,493
-72
| -1% | -$5.64K | 0.22% | 83 |
|
|
2022
Q2 | $509K | Sell |
6,565
-350
| -5% | -$27.1K | 0.21% | 88 |
|
|
2022
Q1 | $586K | Buy |
6,915
+111
| +2% | +$9.41K | 0.23% | 86 |
|
|
2021
Q4 | $635K | Sell |
6,804
-39
| -0.6% | -$3.64K | 0.26% | 62 |
|
|
2021
Q3 | $537K | Buy |
6,843
+28
| +0.4% | +$2.2K | 0.25% | 63 |
|
|
2021
Q2 | $499K | Sell |
6,815
-238
| -3% | -$17.4K | 0.22% | 63 |
|
|
2021
Q1 | $533K | Sell |
7,053
-255
| -3% | -$19.3K | 0.26% | 60 |
|
|
2020
Q4 | $564K | Sell |
7,308
-84
| -1% | -$6.48K | 0.29% | 54 |
|
|
2020
Q3 | $513K | Sell |
7,392
-64
| -0.9% | -$4.44K | 0.31% | 51 |
|
|
2020
Q2 | $448K | Sell |
7,456
-608
| -8% | -$36.5K | 0.28% | 61 |
|
|
2020
Q1 | $485K | Sell |
8,064
-1,204
| -13% | -$72.4K | 0.33% | 65 |
|
|
2019
Q4 | $561K | Sell |
9,268
-72
| -0.8% | -$4.36K | 0.29% | 74 |
|
|
2019
Q3 | $544K | Sell |
9,340
-368
| -4% | -$21.4K | 0.29% | 70 |
|
|
2019
Q2 | $497K | Sell |
9,708
-296
| -3% | -$15.2K | 0.23% | 82 |
|
|
2019
Q1 | $483K | Sell |
10,004
-260
| -3% | -$12.6K | 0.24% | 82 |
|
|
2018
Q4 | $446K | Hold |
10,264
| – | – | 0.25% | 78 |
|
|
2018
Q3 | $430K | Sell |
10,264
-80
| -0.8% | -$3.35K | 0.24% | 83 |
|
|
2018
Q2 | $431K | Buy |
10,344
+188
| +2% | +$7.83K | 0.25% | 81 |
|
|
2018
Q1 | $414K | Buy |
+10,156
| New | +$414K | 0.24% | 86 |
|
|
2017
Q4 | – | Sell |
-7,504
| Closed | -$275K | – | 121 |
|
|
2017
Q3 | $275K | Hold |
7,504
| – | – | 0.18% | 104 |
|
|
2017
Q2 | $263K | Hold |
7,504
| – | – | 0.18% | 102 |
|
|
2017
Q1 | $241K | Buy |
+7,504
| New | +$241K | 0.16% | 110 |
|
|
2016
Q3 | – | Sell |
-7,380
| Closed | -$241K | – | 116 |
|
|
2016
Q2 | $241K | Buy |
+7,380
| New | +$241K | 0.17% | 100 |
|