Bessemer Securities’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,667
| Closed | -$726K | – | 81 |
|
|
2023
Q3 | $726K | Sell |
12,667
-9,760
| -44% | -$559K | 1.01% | 21 |
|
|
2023
Q2 | $1.66M | Sell |
22,427
-8,600
| -28% | -$638K | 1.11% | 19 |
|
|
2023
Q1 | $2.39M | Sell |
31,027
-2,700
| -8% | -$208K | 1.12% | 16 |
|
|
2022
Q4 | $2.82M | Buy |
33,727
+15,000
| +80% | +$1.25M | 1.26% | 17 |
|
|
2022
Q3 | $1.47M | Hold |
18,727
| – | – | 0.53% | 51 |
|
|
2022
Q2 | $1.45M | Hold |
18,727
| – | – | 0.51% | 56 |
|
|
2022
Q1 | $1.59M | Hold |
18,727
| – | – | 0.46% | 61 |
|
|
2021
Q4 | $1.75M | Buy |
18,727
+2,329
| +14% | +$217K | 0.47% | 58 |
|
|
2021
Q3 | $1.29M | Hold |
16,398
| – | – | 0.44% | 65 |
|
|
2021
Q2 | $1.2M | Hold |
16,398
| – | – | 0.47% | 55 |
|
|
2021
Q1 | $1.24M | Buy |
16,398
+8,110
| +98% | +$613K | 0.52% | 54 |
|
|
2020
Q4 | $639K | Hold |
8,288
| – | – | 0.27% | 47 |
|
|
2020
Q3 | $575K | Buy |
8,288
+1,000
| +14% | +$69.4K | 0.27% | 47 |
|
|
2020
Q2 | $438K | Buy |
7,288
+1,400
| +24% | +$84.1K | 0.22% | 58 |
|
|
2020
Q1 | $354K | Buy |
+5,888
| New | +$354K | 0.18% | 76 |
|
|
2019
Q3 | – | Sell |
-1,300
| Closed | -$67K | – | 112 |
|
|
2019
Q2 | $67K | Sell |
1,300
-4,300
| -77% | -$222K | 0.03% | 103 |
|
|
2019
Q1 | $271K | Hold |
5,600
| – | – | 0.09% | 88 |
|
|
2018
Q4 | $243K | Buy |
+5,600
| New | +$243K | 0.09% | 92 |
|