Bogart Wealth LLC’s NextEra Energy, Inc. NEE Stock Holding History

Bogart Wealth LLC’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$149K	Buy	2,142 +569	+36%	+$39.5K	0.01%	274
2025 Q1	$112K	Sell	1,573 -50,299	-97%	-$3.57M	0.01%	292
2024 Q4	$3.72M	Sell	51,872 -28	-0.1%	-$2.01K	0.18%	102
2024 Q3	$4.39M	Buy	51,900 +34	+0.1%	+$2.87K	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%	-$556K	0.23%	94
2023 Q4	$4.7M	Buy	77,320 +2,506	+3%	+$152K	0.27%	91
2023 Q3	$4.29M	Buy	74,814 +13,397	+22%	+$768K	0.26%	89
2023 Q2	$4.56M	Buy	61,417 +2,330	+4%	+$173K	0.29%	86
2023 Q1	$4.55M	Buy	59,087 +7,284	+14%	+$561K	0.3%	82
2022 Q4	$4.33M	Buy	51,803 +8,017	+18%	+$670K	0.3%	77
2022 Q3	$3.43M	Sell	43,786 -10,693	-20%	-$838K	0.29%	72
2022 Q2	$4.22M	Buy	54,479 +8,454	+18%	+$655K	0.37%	56
2022 Q1	$3.9M	Buy	46,025 +6,891	+18%	+$584K	0.33%	61
2021 Q4	$3.65M	Buy	39,134 +4,298	+12%	+$401K	0.33%	62
2021 Q3	$2.74M	Buy	34,836 +5,281	+18%	+$415K	0.28%	63
2021 Q2	$2.17M	Buy	29,555 +5,289	+22%	+$388K	0.24%	70
2021 Q1	$1.84M	Buy	24,266 +5,096	+27%	+$385K	0.26%	70
2020 Q4	$1.48M	Buy	19,170 +1,098	+6%	+$84.7K	0.27%	63
2020 Q3	$1.25M	Buy	18,072 +304	+2%	+$21.1K	0.28%	61
2020 Q2	$1.07M	Buy	17,768 +972	+6%	+$58.4K	0.25%	57
2020 Q1	$1.01M	Sell	16,796 -28	-0.2%	-$1.68K	0.28%	51
2019 Q4	$1.02M	Buy	16,824 +356	+2%	+$21.6K	0.33%	50
2019 Q3	$959K	Buy	16,468 +364	+2%	+$21.2K	0.47%	41
2019 Q2	$824K	Buy	16,104 +216	+1%	+$11.1K	0.5%	39
2019 Q1	$767K	Buy	15,888 +488	+3%	+$23.6K	0.37%	42
2018 Q4	$669K	Buy	15,400 +48	+0.3%	+$2.09K	0.33%	38
2018 Q3	$643K	Buy	15,352 +968	+7%	+$40.5K	0.37%	42
2018 Q2	$600K	Buy	14,384 +132	+0.9%	+$5.51K	0.36%	43
2018 Q1	$584K	Buy	14,252 +3,684	+35%	+$151K	0.34%	45
2017 Q4	$413K	Buy	10,568 +8,120	+332%	+$317K	0.26%	51
2017 Q3	$91K	Buy	+2,448	New	+$91K	0.07%	88