BOK Financial Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.8K | Buy |
487
+132
| +37% | +$9.16K | ﹤0.01% | 277 |
|
|
2025
Q1 | $25.1K | Buy |
355
+170
| +92% | +$12K | ﹤0.01% | 322 |
|
|
2024
Q4 | $13.2K | Sell |
185
-290
| -61% | -$20.7K | ﹤0.01% | 351 |
|
|
2024
Q3 | $40.1K | Buy |
475
+2
| +0.4% | +$169 | ﹤0.01% | 282 |
|
|
2024
Q2 | $33.5K | Buy |
473
+1
| +0.2% | +$71 | ﹤0.01% | 302 |
|
|
2024
Q1 | $30.2K | Buy |
472
+1
| +0.2% | +$64 | ﹤0.01% | 301 |
|
|
2023
Q4 | $28.6K | Buy |
+471
| New | +$28.6K | ﹤0.01% | 298 |
|
|
2023
Q2 | – | Sell |
-54
| Closed | -$4.16K | – | 424 |
|
|
2023
Q1 | $4.16K | Buy |
+54
| New | +$4.16K | ﹤0.01% | 376 |
|
|
2022
Q2 | – | Sell |
-7,445
| Closed | -$631K | – | 432 |
|
|
2022
Q1 | $631K | Buy |
7,445
+843
| +13% | +$71.4K | 0.04% | 158 |
|
|
2021
Q4 | $616K | Buy |
6,602
+1,210
| +22% | +$113K | 0.04% | 154 |
|
|
2021
Q3 | $423K | Buy |
5,392
+992
| +23% | +$77.8K | 0.03% | 164 |
|
|
2021
Q2 | $322K | Buy |
4,400
+1,286
| +41% | +$94.1K | 0.03% | 172 |
|
|
2021
Q1 | $235K | Buy |
3,114
+521
| +20% | +$39.3K | 0.02% | 175 |
|
|
2020
Q4 | $200K | Buy |
+2,593
| New | +$200K | 0.02% | 178 |
|