Boston Financial Management’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 | $6.87M | Buy |
95,819
+423
| +0.4% | +$30.3K | 0.21% | 87 |
|
|
2024
Q3 | $8.06M | Sell |
95,396
-6,392
| -6% | -$540K | 0.24% | 83 |
|
|
2024
Q2 | $7.21M | Buy |
101,788
+1,221
| +1% | +$86.5K | 0.23% | 84 |
|
|
2024
Q1 | $6.43M | Sell |
100,567
-4,788
| -5% | -$306K | 0.2% | 90 |
|
|
2023
Q4 | $6.4M | Sell |
105,355
-12,467
| -11% | -$757K | 0.22% | 87 |
|
|
2023
Q3 | $6.75M | Sell |
117,822
-7,949
| -6% | -$455K | 0.25% | 80 |
|
|
2023
Q2 | $9.33M | Buy |
125,771
+3,942
| +3% | +$292K | 0.34% | 69 |
|
|
2023
Q1 | $9.39M | Sell |
121,829
-10,422
| -8% | -$803K | 0.37% | 65 |
|
|
2022
Q4 | $11.1M | Buy |
132,251
+18,928
| +17% | +$1.58M | 0.44% | 62 |
|
|
2022
Q3 | $8.89M | Buy |
113,323
+29,488
| +35% | +$2.31M | 0.39% | 65 |
|
|
2022
Q2 | $6.49M | Sell |
83,835
-10,276
| -11% | -$796K | 0.28% | 75 |
|
|
2022
Q1 | $7.97M | Buy |
94,111
+12,550
| +15% | +$1.06M | 0.3% | 71 |
|
|
2021
Q4 | $7.62M | Sell |
81,561
-3,274
| -4% | -$306K | 0.28% | 66 |
|
|
2021
Q3 | $6.66M | Sell |
84,835
-10,560
| -11% | -$829K | 0.27% | 69 |
|
|
2021
Q2 | $6.99M | Sell |
95,395
-3,025
| -3% | -$222K | 0.28% | 71 |
|
|
2021
Q1 | $7.44M | Sell |
98,420
-18,545
| -16% | -$1.4M | 0.33% | 63 |
|
|
2020
Q4 | $9.02M | Sell |
116,965
-12,267
| -9% | -$946K | 0.41% | 61 |
|
|
2020
Q3 | $8.97M | Sell |
129,232
-20,016
| -13% | -$1.39M | 0.44% | 58 |
|
|
2020
Q2 | $8.96M | Sell |
149,248
-4,800
| -3% | -$288K | 0.48% | 57 |
|
|
2020
Q1 | $9.27M | Sell |
154,048
-12,520
| -8% | -$753K | 0.6% | 49 |
|
|
2019
Q4 | $10.1M | Sell |
166,568
-1,140
| -0.7% | -$69K | 0.55% | 59 |
|
|
2019
Q3 | $9.77M | Sell |
167,708
-5,716
| -3% | -$333K | 0.56% | 58 |
|
|
2019
Q2 | $8.88M | Sell |
173,424
-15,812
| -8% | -$810K | 0.51% | 63 |
|
|
2019
Q1 | $9.15M | Sell |
189,236
-24,844
| -12% | -$1.2M | 0.56% | 61 |
|
|
2018
Q4 | $9.3M | Sell |
214,080
-9,252
| -4% | -$402K | 0.64% | 59 |
|
|
2018
Q3 | $9.36M | Buy |
223,332
+3,764
| +2% | +$158K | 0.55% | 62 |
|
|
2018
Q2 | $9.17M | Sell |
219,568
-13,420
| -6% | -$560K | 0.62% | 62 |
|
|
2018
Q1 | $9.51M | Sell |
232,988
-19,028
| -8% | -$777K | 0.65% | 58 |
|
|
2017
Q4 | $9.84M | Sell |
252,016
-5,876
| -2% | -$229K | 0.66% | 60 |
|
|
2017
Q3 | $9.45M | Sell |
257,892
-2,648
| -1% | -$97K | 0.67% | 55 |
|
|
2017
Q2 | $9.13M | Sell |
260,540
-5,660
| -2% | -$198K | 0.66% | 56 |
|
|
2017
Q1 | $8.54M | Sell |
266,200
-7,872
| -3% | -$253K | 0.64% | 57 |
|
|
2016
Q4 | $8.19M | Sell |
274,072
-332
| -0.1% | -$9.92K | 0.65% | 53 |
|
|
2016
Q3 | $8.39M | Sell |
274,404
-2,480
| -0.9% | -$75.8K | 0.68% | 46 |
|
|
2016
Q2 | $9.03M | Buy |
276,884
+16,460
| +6% | +$537K | 0.74% | 37 |
|
|
2016
Q1 | $7.71M | Sell |
260,424
-6,956
| -3% | -$206K | 1.16% | 21 |
|
|
2015
Q4 | $6.95M | Buy |
267,380
+6,560
| +3% | +$170K | 1% | 29 |
|
|
2015
Q3 | $6.36M | Buy |
260,820
+26,936
| +12% | +$657K | 0.9% | 33 |
|
|
2015
Q2 | $5.73M | Sell |
233,884
-2,252
| -1% | -$55.2K | 0.74% | 42 |
|
|
2015
Q1 | $6.14M | Buy |
236,136
+456
| +0.2% | +$11.9K | 0.77% | 42 |
|
|
2014
Q4 | $6.26M | Sell |
235,680
-1,480
| -0.6% | -$39.3K | 0.79% | 43 |
|
|
2014
Q3 | $5.57M | Sell |
237,160
-600
| -0.3% | -$14.1K | 0.73% | 44 |
|
|
2014
Q2 | $6.09M | Sell |
237,760
-4,304
| -2% | -$110K | 0.8% | 43 |
|
|
2014
Q1 | $5.79M | Sell |
242,064
-4,644
| -2% | -$111K | 0.77% | 41 |
|
|
2013
Q4 | $5.28M | Sell |
246,708
-5,900
| -2% | -$126K | 0.72% | 44 |
|
|
2013
Q3 | $5.06M | Sell |
252,608
-30,476
| -11% | -$611K | 0.76% | 41 |
|
|
2013
Q2 | $5.77M | Buy |
+283,084
| New | +$5.77M | 0.89% | 32 |
|