Beverly Hills Private Wealth’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 | $1.69M | Sell |
24,326
-1,144
| -4% | -$79.4K | 0.32% | 87 |
|
|
2025
Q1 | $1.81M | Sell |
25,470
-638
| -2% | -$45.2K | 0.36% | 79 |
|
|
2024
Q4 | $1.87M | Sell |
26,108
-514
| -2% | -$36.8K | 0.38% | 76 |
|
|
2024
Q3 | $2.25M | Sell |
26,622
-4,072
| -13% | -$344K | 0.45% | 61 |
|
|
2024
Q2 | $2.17M | Sell |
30,694
-1,093
| -3% | -$77.4K | 0.47% | 54 |
|
|
2024
Q1 | $2.03M | Buy |
31,787
+1,882
| +6% | +$120K | 0.47% | 57 |
|
|
2023
Q4 | $1.82M | Sell |
29,905
-3,274
| -10% | -$199K | 0.47% | 63 |
|
|
2023
Q3 | $1.9M | Sell |
33,179
-33,756
| -50% | -$1.93M | 0.57% | 50 |
|
|
2023
Q2 | $4.63M | Buy |
66,935
+33,362
| +99% | +$2.31M | 0.76% | 36 |
|
|
2023
Q1 | $2.59M | Buy |
33,573
+5,176
| +18% | +$399K | 0.8% | 34 |
|
|
2022
Q4 | $2.37M | Buy |
+28,397
| New | +$2.37M | 1.04% | 25 |
|