Bison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $897K | Sell |
12,514
-12,098
| -49% | -$867K | 0.2% | 102 |
|
|
2024
Q3 | $2.08M | Buy |
24,612
+1,038
| +4% | +$87.7K | 0.33% | 77 |
|
|
2024
Q2 | $1.51M | Hold |
23,574
| – | – | 0.25% | 102 |
|
|
2024
Q1 | $1.51M | Sell |
23,574
-1,290
| -5% | -$82.4K | 0.24% | 102 |
|
|
2023
Q4 | $1.51M | Sell |
24,864
-4,274
| -15% | -$260K | 0.27% | 95 |
|
|
2023
Q3 | $1.67M | Buy |
29,138
+6,441
| +28% | +$369K | 0.32% | 81 |
|
|
2023
Q2 | $1.68M | Buy |
22,697
+4,338
| +24% | +$322K | 0.31% | 84 |
|
|
2023
Q1 | $1.4M | Sell |
18,359
-84
| -0.5% | -$6.39K | 0.43% | 69 |
|
|
2022
Q4 | $1.38M | Buy |
18,443
+383
| +2% | +$28.7K | 0.44% | 71 |
|
|
2022
Q3 | $1.42M | Buy |
18,060
+2,518
| +16% | +$197K | 0.56% | 54 |
|
|
2022
Q2 | $1.2M | Buy |
15,542
+782
| +5% | +$60.6K | 0.69% | 43 |
|
|
2022
Q1 | $1.25M | Buy |
14,760
+2,267
| +18% | +$192K | 0.64% | 38 |
|
|
2021
Q4 | $1.17M | Sell |
12,493
-3,395
| -21% | -$317K | 0.68% | 34 |
|
|
2021
Q3 | $1.25M | Buy |
15,888
+202
| +1% | +$15.9K | 0.57% | 40 |
|
|
2021
Q2 | $1.15M | Buy |
15,686
+1,578
| +11% | +$116K | 0.5% | 48 |
|
|
2021
Q1 | $1.07M | Buy |
14,108
+2,439
| +21% | +$184K | 0.46% | 53 |
|
|
2020
Q4 | $900K | Sell |
11,669
-827
| -7% | -$63.8K | 0.42% | 55 |
|
|
2020
Q3 | $867K | Buy |
12,496
+8
| +0.1% | +$555 | 0.51% | 51 |
|
|
2020
Q2 | $750K | Buy |
12,488
+160
| +1% | +$9.61K | 0.47% | 57 |
|
|
2020
Q1 | $741K | Sell |
12,328
-196
| -2% | -$11.8K | 0.54% | 53 |
|
|
2019
Q4 | $758K | Sell |
12,524
-584
| -4% | -$35.3K | 0.36% | 71 |
|
|
2019
Q3 | $764K | Buy |
13,108
+16
| +0.1% | +$933 | 0.42% | 60 |
|
|
2019
Q2 | $671K | Sell |
13,092
-496
| -4% | -$25.4K | 0.39% | 66 |
|
|
2019
Q1 | $657K | Buy |
13,588
+4,388
| +48% | +$212K | 0.4% | 68 |
|
|
2018
Q4 | $400K | Sell |
9,200
-2,516
| -21% | -$109K | 0.29% | 97 |
|
|
2018
Q3 | $491K | Buy |
11,716
+440
| +4% | +$18.4K | 0.32% | 90 |
|
|
2018
Q2 | $471K | Buy |
11,276
+1,884
| +20% | +$78.7K | 0.35% | 84 |
|
|
2018
Q1 | $383K | Sell |
9,392
-1,928
| -17% | -$78.6K | 0.29% | 104 |
|
|
2017
Q4 | $442K | Hold |
11,320
| – | – | 0.33% | 85 |
|
|
2017
Q3 | $415K | Sell |
11,320
-1,040
| -8% | -$38.1K | 0.33% | 85 |
|
|
2017
Q2 | $433K | Sell |
12,360
-908
| -7% | -$31.8K | 0.36% | 78 |
|
|
2017
Q1 | $426K | Sell |
13,268
-1,624
| -11% | -$52.1K | 0.37% | 77 |
|
|
2016
Q4 | $445K | Sell |
14,892
-4,444
| -23% | -$133K | 0.38% | 69 |
|
|
2016
Q3 | $591K | Sell |
19,336
-5,304
| -22% | -$162K | 0.5% | 59 |
|
|
2016
Q2 | $803K | Buy |
24,640
+1,208
| +5% | +$39.4K | 0.48% | 68 |
|
|
2016
Q1 | $693K | Buy |
+23,432
| New | +$693K | 0.45% | 70 |
|