Berkeley Capital Partners’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
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|
2025
Q1 | $396K | Buy |
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|
2024
Q4 | $390K | Sell |
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|
2024
Q3 | $540K | Buy |
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|
2024
Q2 | $399K | Buy |
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|
2024
Q1 | $343K | Buy |
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|
2023
Q4 | $305K | Buy |
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|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $415K | Buy |
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|
2023
Q1 | $410K | Sell |
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|
2022
Q4 | $569K | Buy |
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|
2022
Q3 | $509K | Sell |
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|
2022
Q2 | $509K | Sell |
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|
2022
Q1 | $586K | Buy |
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|
2021
Q4 | $635K | Sell |
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|
2021
Q3 | $537K | Buy |
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|
2021
Q2 | $499K | Sell |
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|
2021
Q1 | $533K | Sell |
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|
2020
Q4 | $564K | Sell |
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|
2020
Q3 | $513K | Sell |
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|
2020
Q2 | $448K | Sell |
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|
2020
Q1 | $485K | Sell |
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|
2019
Q4 | $561K | Sell |
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|
2019
Q3 | $544K | Sell |
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|
2019
Q2 | $497K | Sell |
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|
2019
Q1 | $483K | Sell |
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|
2018
Q4 | $446K | Hold |
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|
2018
Q3 | $430K | Sell |
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|
2018
Q2 | $431K | Buy |
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|
2018
Q1 | $414K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $275K | Hold |
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|
2017
Q2 | $263K | Hold |
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|
2017
Q1 | $241K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $241K | Buy |
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