Bradley & Co Private Wealth 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 | $270K | Hold |
3,894
| – | – | 0.17% | 35 |
|
|
2025
Q1 | $276K | Hold |
3,894
| – | – | 0.19% | 35 |
|
|
2024
Q4 | $279K | Buy |
+3,894
| New | +$279K | 0.17% | 34 |
|
|
2024
Q2 | $276K | Hold |
3,894
| – | – | 0.2% | 33 |
|
|
2024
Q1 | $249K | Buy |
3,894
+104
| +3% | +$6.65K | 0.2% | 32 |
|
|
2023
Q4 | $230K | Hold |
3,790
| – | – | 0.21% | 30 |
|
|
2023
Q3 | $217K | Hold |
3,790
| – | – | 0.23% | 29 |
|
|
2023
Q2 | $281K | Hold |
3,790
| – | – | 0.28% | 29 |
|
|
2023
Q1 | $292K | Hold |
3,790
| – | – | 0.32% | 28 |
|
|
2022
Q4 | $317K | Hold |
3,790
| – | – | 0.39% | 28 |
|
|
2022
Q3 | $297K | Hold |
3,790
| – | – | 0.35% | 31 |
|
|
2022
Q2 | $294K | Buy |
3,790
+54
| +1% | +$4.19K | 0.32% | 37 |
|
|
2022
Q1 | $316K | Hold |
3,736
| – | – | 0.27% | 38 |
|
|
2021
Q4 | $349K | Hold |
3,736
| – | – | 0.28% | 39 |
|
|
2021
Q3 | $293K | Buy |
3,736
+1,346
| +56% | +$106K | 0.25% | 42 |
|
|
2021
Q2 | $175K | Hold |
2,390
| – | – | 0.15% | 53 |
|
|
2021
Q1 | $181K | Buy |
+2,390
| New | +$181K | 0.17% | 53 |
|