BL
BFSG LLC’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.84M | Buy |
84,195
+1,594
| +2% | +$111K | 0.65% | 46 |
|
|
2025
Q1 | $5.86M | Buy |
82,601
+376
| +0.5% | +$26.7K | 0.71% | 41 |
|
|
2024
Q4 | $5.89M | Sell |
82,225
-1,283
| -2% | -$92K | 0.69% | 43 |
|
|
2024
Q3 | $7.06M | Sell |
83,508
-2,088
| -2% | -$176K | 0.82% | 32 |
|
|
2024
Q2 | $6.06M | Sell |
85,596
-664
| -0.8% | -$47K | 0.77% | 36 |
|
|
2024
Q1 | $5.51M | Sell |
86,260
-3,807
| -4% | -$243K | 0.73% | 41 |
|
|
2023
Q4 | $5.47M | Sell |
90,067
-3,929
| -4% | -$239K | 0.8% | 36 |
|
|
2023
Q3 | $5.39M | Buy |
93,996
+4,099
| +5% | +$235K | 0.87% | 31 |
|
|
2023
Q2 | $6.67M | Buy |
89,897
+4,466
| +5% | +$331K | 1.13% | 20 |
|
|
2023
Q1 | $6.59M | Sell |
85,431
-4,266
| -5% | -$329K | 1.22% | 18 |
|
|
2022
Q4 | $7.5M | Buy |
89,697
+84
| +0.1% | +$7.02K | 1.5% | 15 |
|
|
2022
Q3 | $7.03M | Sell |
89,613
-24,417
| -21% | -$1.91M | 1.49% | 15 |
|
|
2022
Q2 | $8.83M | Sell |
114,030
-974
| -0.8% | -$75.4K | 1.59% | 11 |
|
|
2022
Q1 | $9.74M | Sell |
115,004
-54,110
| -32% | -$4.58M | 1.54% | 16 |
|
|
2021
Q4 | $15.8M | Sell |
169,114
-5,466
| -3% | -$510K | 2.19% | 6 |
|
|
2021
Q3 | $13.7M | Sell |
174,580
-1,919
| -1% | -$151K | 2.09% | 8 |
|
|
2021
Q2 | $12.9M | Buy |
176,499
+2,571
| +1% | +$188K | 2.32% | 8 |
|
|
2021
Q1 | $13.2M | Buy |
173,928
+1,836
| +1% | +$139K | 2.13% | 6 |
|
|
2020
Q4 | $13.3M | Buy |
172,092
+129,118
| +300% | +$9.96M | 2.2% | 7 |
|
|
2020
Q3 | $11.9M | Buy |
42,974
+2,095
| +5% | +$581K | 2.22% | 7 |
|
|
2020
Q2 | $9.82M | Buy |
40,879
+175
| +0.4% | +$42K | 2.12% | 8 |
|
|
2020
Q1 | $9.79M | Sell |
40,704
-4,925
| -11% | -$1.19M | 2.51% | 6 |
|
|
2019
Q4 | $11M | Buy |
45,629
+318
| +0.7% | +$77K | 2.08% | 6 |
|
|
2019
Q3 | $10.4M | Buy |
45,311
+30,100
| +198% | +$6.94M | 2.32% | 4 |
|
|
2019
Q2 | $3.12M | Buy |
15,211
+130
| +0.9% | +$26.6K | 1.22% | 25 |
|
|
2019
Q1 | $2.92M | Buy |
15,081
+271
| +2% | +$52.4K | 1.09% | 27 |
|
|
2018
Q4 | $2.57M | Sell |
14,810
-46
| -0.3% | -$8K | 1.17% | 26 |
|
|
2018
Q3 | $2.49M | Sell |
14,856
-49
| -0.3% | -$8.21K | 1.05% | 36 |
|
|
2018
Q2 | $2.49M | Buy |
14,905
+60
| +0.4% | +$10K | 1.09% | 29 |
|
|
2018
Q1 | $2.43M | Sell |
14,845
-160
| -1% | -$26.1K | 1.08% | 30 |
|
|
2017
Q4 | $2.34M | Buy |
15,005
+20
| +0.1% | +$3.12K | 0.99% | 33 |
|
|
2017
Q3 | $2.2M | Sell |
14,985
-365
| -2% | -$53.5K | 0.99% | 33 |
|
|
2017
Q2 | $2.15M | Sell |
15,350
-75
| -0.5% | -$10.5K | 1.06% | 33 |
|
|
2017
Q1 | $1.98M | Buy |
+15,425
| New | +$1.98M | 1% | 40 |
|