Bogart Wealth LLC’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $163K | Buy |
1,861
+24
| +1% | +$2.17K | 0.01% | 321 |
|
|
2026
Q1 | $171K | Buy |
1,837
+38
| +2% | +$3.38K | 0.01% | 285 |
|
|
2025
Q4 | $144K | Sell |
1,799
-50
| -3% | -$4.14K | 0.01% | 292 |
|
|
2025
Q3 | $140K | Sell |
1,849
-293
| -14% | -$21.4K | 0.01% | 288 |
|
|
2025
Q2 | $149K | Buy |
2,142
+569
| +36% | +$39.5K | 0.01% | 275 |
|
|
2025
Q1 | $112K | Sell |
1,573
-50,299
| -97% | -$3.55M | 0.01% | 294 |
|
|
2024
Q4 | $3.72M | Sell |
51,872
-28
| -0.1% | -$2.17K | 0.18% | 102 |
|
|
2024
Q3 | $4.39M | Buy |
51,900
+34
| +0.1% | +$2.65K | 0.21% | 95 |
|
|
2024
Q2 | $3.67M | Sell |
51,866
-16,758
| -24% | -$1.19M | 0.19% | 98 |
|
|
2024
Q1 | $4.39M | Sell |
68,624
-8,696
| -11% | -$509K | 0.23% | 94 |
|
|
2023
Q4 | $4.7M | Buy |
77,320
+2,506
| +3% | +$143K | 0.27% | 91 |
|
|
2023
Q3 | $4.29M | Buy |
74,814
+13,397
| +22% | +$927K | 0.26% | 89 |
|
|
2023
Q2 | $4.56M | Buy |
61,417
+2,330
| +4% | +$176K | 0.29% | 86 |
|
|
2023
Q1 | $4.55M | Buy |
59,087
+7,284
| +14% | +$560K | 0.3% | 82 |
|
|
2022
Q4 | $4.33M | Buy |
51,803
+8,017
| +18% | +$648K | 0.3% | 77 |
|
|
2022
Q3 | $3.43M | Sell |
43,786
-10,693
| -20% | -$907K | 0.29% | 72 |
|
|
2022
Q2 | $4.22M | Buy |
54,479
+8,454
| +18% | +$644K | 0.37% | 56 |
|
|
2022
Q1 | $3.9M | Buy |
46,025
+6,891
| +18% | +$552K | 0.33% | 61 |
|
|
2021
Q4 | $3.65M | Buy |
39,134
+4,298
| +12% | +$371K | 0.33% | 62 |
|
|
2021
Q3 | $2.73M | Buy |
34,836
+5,281
| +18% | +$426K | 0.28% | 63 |
|
|
2021
Q2 | $2.17M | Buy |
29,555
+5,289
| +22% | +$397K | 0.24% | 70 |
|
|
2021
Q1 | $1.83M | Buy |
24,266
+5,096
| +27% | +$398K | 0.26% | 70 |
|
|
2020
Q4 | $1.48M | Buy |
19,170
+1,098
| +6% | +$82.1K | 0.27% | 63 |
|
|
2020
Q3 | $1.25M | Buy |
18,072
+304
| +2% | +$21K | 0.28% | 61 |
|
|
2020
Q2 | $1.07M | Buy |
17,768
+972
| +6% | +$58.2K | 0.25% | 57 |
|
|
2020
Q1 | $1.01M | Sell |
16,796
-28
| -0.2% | -$1.76K | 0.28% | 51 |
|
|
2019
Q4 | $1.02M | Buy |
16,824
+356
| +2% | +$20.8K | 0.33% | 51 |
|
|
2019
Q3 | $959K | Buy |
16,468
+364
| +2% | +$19.7K | 0.47% | 41 |
|
|
2019
Q2 | $824K | Buy |
16,104
+216
| +1% | +$10.6K | 0.5% | 39 |
|
|
2019
Q1 | $767K | Buy |
15,888
+488
| +3% | +$22.3K | 0.37% | 42 |
|
|
2018
Q4 | $669K | Buy |
15,400
+48
| +0.3% | +$2.1K | 0.33% | 38 |
|
|
2018
Q3 | $643K | Buy |
15,352
+968
| +7% | +$41.2K | 0.37% | 42 |
|
|
2018
Q2 | $600K | Buy |
14,384
+132
| +0.9% | +$5.33K | 0.36% | 43 |
|
|
2018
Q1 | $584K | Buy |
14,252
+3,684
| +35% | +$142K | 0.34% | 45 |
|
|
2017
Q4 | $413K | Buy |
10,568
+8,120
| +332% | +$314K | 0.26% | 51 |
|
|
2017
Q3 | $91K | Buy |
+2,448
| New | +$89.7K | 0.07% | 88 |
|
Other funds holding NEE
COPPSERS
DC
BTCPP
BCWM
Bogart Wealth LLC's NEE Position: Q2 2026 in Review
Bogart Wealth LLC increased its NextEra Energy (NEE) stake by 1.3% in Q2 2026, buying an estimated $2.17K and bringing the position to 1,861 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #321.
Bogart Wealth LLC first reported a position in NEE in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.7M in Q4 2023. 1,175 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Bogart Wealth LLC held 1,861 shares of NextEra Energy worth $163K as of Q2 2026.
- Bogart Wealth LLC bought 24 NextEra Energy shares in Q2 2026, an estimated $2.17K.
- NextEra Energy made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #321 holding.
- Bogart Wealth LLC first reported a position in NextEra Energy in Q3 2017 and has held it in 36 quarters since.
- Bogart Wealth LLC's NextEra Energy position peaked at $4.7M in Q4 2023.
- 1,175 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.