Bradley Foster & Sargent’s NextEra Energy NEE Stock Holding History

Bradley Foster & Sargent’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.64M	Buy	103,769 +881	+0.9%	+$78.3K	0.15%	116
2025 Q4	$8.26M	Buy	102,888 +363	+0.4%	+$30.1K	0.12%	131
2025 Q3	$7.74M	Sell	102,525 -536	-0.5%	-$39.2K	0.11%	132
2025 Q2	$7.15M	Buy	103,061 +3,753	+4%	+$261K	0.11%	134
2025 Q1	$7.04M	Sell	99,308 -12,633	-11%	-$892K	0.12%	129
2024 Q4	$8.03M	Sell	111,941 -893	-0.8%	-$69.4K	0.13%	117
2024 Q3	$9.54M	Sell	112,834 -79,442	-41%	-$6.2M	0.16%	106
2024 Q2	$13.6M	Sell	192,276 -22,845	-11%	-$1.62M	0.25%	81
2024 Q1	$13.7M	Sell	215,121 -41,289	-16%	-$2.42M	0.25%	86
2023 Q4	$15.6M	Sell	256,410 -104,581	-29%	-$5.96M	0.3%	72
2023 Q3	$26.8M	Hold	360,991	–	–	0.56%	51
2023 Q2	$26.8M	Buy	360,991 +37,797	+12%	+$2.86M	0.56%	51
2023 Q1	$24.9M	Buy	323,194 +33,086	+11%	+$2.54M	0.59%	49
2022 Q4	$24.3M	Sell	290,108 -529	-0.2%	-$42.7K	0.61%	49
2022 Q3	$22.8M	Buy	290,637 +2,842	+1%	+$241K	0.63%	49
2022 Q2	$22.3M	Buy	287,795 +17,672	+7%	+$1.35M	0.57%	50
2022 Q1	$22.9M	Buy	270,123 +8,983	+3%	+$720K	0.49%	57
2021 Q4	$24.4M	Buy	261,140 +9,255	+4%	+$800K	0.51%	57
2021 Q3	$19.8M	Sell	251,885 -316	-0.1%	-$25.5K	0.46%	62
2021 Q2	$18.5M	Sell	252,201 -4,866	-2%	-$365K	0.43%	68
2021 Q1	$19.4M	Buy	257,067 +8,598	+3%	+$671K	0.49%	59
2020 Q4	$19.2M	Buy	248,469 +6,613	+3%	+$495K	0.51%	58
2020 Q3	$16.8M	Buy	+241,856	New	+$16.7M	0.49%	53
2020 Q1	$6.52M	Buy	108,432 +10,432	+11%	+$656K	0.26%	80
2019 Q4	$5.93M	Sell	98,000 -408	-0.4%	-$23.8K	0.18%	97
2019 Q3	$5.73M	Sell	98,408 -1,184	-1%	-$64.1K	0.19%	96
2019 Q2	$5.1M	Sell	99,592 -3,420	-3%	-$168K	0.17%	104
2019 Q1	$4.98M	Sell	103,012 -4,148	-4%	-$190K	0.17%	104
2018 Q4	$4.66M	Sell	107,160 -2,272	-2%	-$99.4K	0.19%	100
2018 Q3	$4.58M	Sell	109,432 -2,244	-2%	-$95.5K	0.16%	116
2018 Q2	$4.66M	Sell	111,676 -1,680	-1%	-$67.8K	0.17%	112
2018 Q1	$4.63M	Buy	113,356 +1,752	+2%	+$67.6K	0.18%	108
2017 Q4	$4.36M	Buy	111,604 +3,848	+4%	+$149K	0.16%	116
2017 Q3	$3.95M	Sell	107,756 -1,652	-2%	-$60.5K	0.15%	118
2017 Q2	$3.83M	Sell	109,408 -4,160	-4%	-$142K	0.15%	115
2017 Q1	$3.65M	Sell	113,568 -3,064	-3%	-$96.3K	0.15%	118
2016 Q4	$3.48M	Sell	116,632 -1,220	-1%	-$36.5K	0.15%	118
2016 Q3	$3.6M	Sell	117,852 -4,692	-4%	-$148K	0.16%	106
2016 Q2	$4M	Sell	122,544 -6,864	-5%	-$206K	0.18%	103
2016 Q1	$3.83M	Sell	129,408 -28,248	-18%	-$793K	0.18%	102
2015 Q4	$4.09M	Sell	157,656 -348	-0.2%	-$8.8K	0.19%	105
2015 Q3	$3.85M	Buy	158,004 +7,400	+5%	+$188K	0.19%	105
2015 Q2	$3.69M	Sell	150,604 -22,604	-13%	-$575K	0.17%	117
2015 Q1	$4.51M	Sell	173,208 -4,960	-3%	-$131K	0.21%	106
2014 Q4	$4.73M	Buy	178,168 +5,600	+3%	+$141K	0.22%	103
2014 Q3	$4.05M	Sell	172,568 -4,768	-3%	-$115K	0.19%	112
2014 Q2	$4.54M	Sell	177,336 -22,140	-11%	-$539K	0.22%	104
2014 Q1	$4.77M	Sell	199,476 -3,440	-2%	-$77.9K	0.25%	97
2013 Q4	$4.34M	Sell	202,916 -1,472	-0.7%	-$31K	0.23%	106
2013 Q3	$4.1M	Sell	204,388 -247,132	-55%	-$5.1M	0.24%	105
2013 Q2	$9.2M	Buy	+451,520	New	+$8.96M	0.57%	58