Bourgeon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-48,453
| Closed | -$3.43M | – | 117 |
|
|
2025
Q1 | $3.43M | Sell |
48,453
-49,417
| -50% | -$3.5M | 0.74% | 44 |
|
|
2024
Q4 | $7.02M | Sell |
97,870
-1,001
| -1% | -$71.8K | 1.31% | 32 |
|
|
2024
Q3 | $8.36M | Sell |
98,871
-90,030
| -48% | -$7.61M | 1.61% | 29 |
|
|
2024
Q2 | $13.4M | Buy |
188,901
+1,404
| +0.7% | +$99.4K | 2.62% | 11 |
|
|
2024
Q1 | $12M | Buy |
187,497
+55,475
| +42% | +$3.55M | 2.34% | 14 |
|
|
2023
Q4 | $8.02M | Sell |
132,022
-59,104
| -31% | -$3.59M | 1.77% | 20 |
|
|
2023
Q3 | $10.9M | Buy |
191,126
+48,546
| +34% | +$2.78M | 2.57% | 11 |
|
|
2023
Q2 | $10.6M | Sell |
142,580
-69
| -0% | -$5.12K | 2.47% | 12 |
|
|
2023
Q1 | $11M | Buy |
142,649
+173
| +0.1% | +$13.3K | 2.62% | 13 |
|
|
2022
Q4 | $11.9M | Buy |
142,476
+1,415
| +1% | +$118K | 2.92% | 9 |
|
|
2022
Q3 | $11.1M | Buy |
141,061
+1,001
| +0.7% | +$78.5K | 3.04% | 7 |
|
|
2022
Q2 | $10.8M | Buy |
140,060
+2,021
| +1% | +$157K | 2.87% | 9 |
|
|
2022
Q1 | $11.7M | Buy |
138,039
+81,625
| +145% | +$6.91M | 2.65% | 14 |
|
|
2021
Q4 | $5.27M | Buy |
56,414
+580
| +1% | +$54.2K | 1.09% | 36 |
|
|
2021
Q3 | $4.38M | Sell |
55,834
-267
| -0.5% | -$21K | 0.94% | 37 |
|
|
2021
Q2 | $4.11M | Buy |
56,101
+3,130
| +6% | +$229K | 0.88% | 37 |
|
|
2021
Q1 | $4.01M | Buy |
52,971
+52,775
| +26,926% | +$3.99M | 0.89% | 39 |
|
|
2020
Q4 | $15K | Hold |
196
| – | – | ﹤0.01% | 200 |
|
|
2020
Q3 | $14K | Hold |
196
| – | – | ﹤0.01% | 199 |
|
|
2020
Q2 | $12K | Hold |
196
| – | – | ﹤0.01% | 184 |
|
|
2020
Q1 | $12K | Buy |
+196
| New | +$12K | 0.01% | 174 |
|
|
2019
Q3 | – | Sell |
-4,720
| Closed | -$242K | – | 238 |
|
|
2019
Q2 | $242K | Hold |
4,720
| – | – | 0.14% | 61 |
|
|
2019
Q1 | $228K | Hold |
4,720
| – | – | 0.13% | 61 |
|
|
2018
Q4 | $205K | Buy |
+4,720
| New | +$205K | 0.13% | 59 |
|