BFO
Biltmore Family Office’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Sell |
7,725
-100
| -1% | -$6.94K | 0.09% | 121 |
|
|
2025
Q1 | $555K | Buy |
7,825
+400
| +5% | +$28.4K | 0.09% | 126 |
|
|
2024
Q4 | $532K | Buy |
7,425
+605
| +9% | +$43.4K | 0.09% | 121 |
|
|
2024
Q3 | $576K | Buy |
6,820
+1,165
| +21% | +$98.5K | 0.1% | 118 |
|
|
2024
Q2 | $400K | Buy |
5,655
+976
| +21% | +$69.1K | 0.07% | 134 |
|
|
2024
Q1 | $299K | Hold |
4,679
| – | – | 0.06% | 153 |
|
|
2023
Q4 | $284K | Sell |
4,679
-675
| -13% | -$41K | 0.06% | 157 |
|
|
2023
Q3 | $307K | Sell |
5,354
-212
| -4% | -$12.1K | 0.07% | 151 |
|
|
2023
Q2 | $413K | Sell |
5,566
-349
| -6% | -$25.9K | 0.09% | 125 |
|
|
2023
Q1 | $456K | Sell |
5,915
-2,967
| -33% | -$229K | 0.1% | 134 |
|
|
2022
Q4 | $743K | Hold |
8,882
| – | – | 0.15% | 87 |
|
|
2022
Q3 | $696K | Buy |
8,882
+1,592
| +22% | +$125K | 0.16% | 81 |
|
|
2022
Q2 | $565K | Sell |
7,290
-69
| -0.9% | -$5.35K | 0.14% | 96 |
|
|
2022
Q1 | $623K | Buy |
7,359
+100
| +1% | +$8.47K | 0.13% | 94 |
|
|
2021
Q4 | $678K | Buy |
7,259
+69
| +1% | +$6.45K | 0.13% | 104 |
|
|
2021
Q3 | $565K | Buy |
7,190
+1,598
| +29% | +$126K | 0.14% | 97 |
|
|
2021
Q2 | $410K | Hold |
5,592
| – | – | 0.12% | 123 |
|
|
2021
Q1 | $423K | Buy |
5,592
+60
| +1% | +$4.54K | 0.13% | 108 |
|
|
2020
Q4 | $427K | Buy |
5,532
+4,363
| +373% | +$337K | 0.13% | 107 |
|
|
2020
Q3 | $324K | Hold |
1,169
| – | – | 0.18% | 103 |
|
|
2020
Q2 | $281K | Sell |
1,169
-25
| -2% | -$6.01K | 0.17% | 116 |
|
|
2020
Q1 | $287K | Buy |
+1,194
| New | +$287K | 0.19% | 113 |
|