Bragg Financial Advisors’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 | $6.91M | Buy |
99,596
+9,496
| +11% | +$659K | 0.25% | 122 |
|
|
2025
Q1 | $6.39M | Buy |
90,100
+9,611
| +12% | +$681K | 0.26% | 121 |
|
|
2024
Q4 | $5.77M | Buy |
80,489
+10,519
| +15% | +$754K | 0.23% | 124 |
|
|
2024
Q3 | $5.91M | Buy |
69,970
+12,005
| +21% | +$1.01M | 0.24% | 123 |
|
|
2024
Q2 | $4.1M | Buy |
57,965
+46,168
| +391% | +$3.27M | 0.18% | 133 |
|
|
2024
Q1 | $754K | Buy |
11,797
+2,710
| +30% | +$173K | 0.03% | 219 |
|
|
2023
Q4 | $552K | Sell |
9,087
-2,176
| -19% | -$132K | 0.03% | 234 |
|
|
2023
Q3 | $645K | Sell |
11,263
-50
| -0.4% | -$2.87K | 0.03% | 227 |
|
|
2023
Q2 | $839K | Buy |
11,313
+3,825
| +51% | +$284K | 0.05% | 210 |
|
|
2023
Q1 | $577K | Sell |
7,488
-15
| -0.2% | -$1.16K | 0.03% | 233 |
|
|
2022
Q4 | $627K | Hold |
7,503
| – | – | 0.04% | 221 |
|
|
2022
Q3 | $588K | Sell |
7,503
-2,478
| -25% | -$194K | 0.04% | 212 |
|
|
2022
Q2 | $773K | Buy |
9,981
+2,625
| +36% | +$203K | 0.05% | 194 |
|
|
2022
Q1 | $623K | Buy |
7,356
+1,808
| +33% | +$153K | 0.04% | 216 |
|
|
2021
Q4 | $436K | Hold |
5,548
| – | – | 0.03% | 234 |
|
|
2021
Q3 | $436K | Buy |
5,548
+120
| +2% | +$9.43K | 0.03% | 234 |
|
|
2021
Q2 | $398K | Sell |
5,428
-88
| -2% | -$6.45K | 0.03% | 248 |
|
|
2021
Q1 | $417K | Buy |
5,516
+260
| +5% | +$19.7K | 0.03% | 225 |
|
|
2020
Q4 | $406K | Sell |
5,256
-60
| -1% | -$4.64K | 0.04% | 216 |
|
|
2020
Q3 | $369K | Sell |
5,316
-200
| -4% | -$13.9K | 0.04% | 213 |
|
|
2020
Q2 | $331K | Buy |
5,516
+216
| +4% | +$13K | 0.04% | 217 |
|
|
2020
Q1 | $319K | Hold |
5,300
| – | – | 0.04% | 208 |
|
|
2019
Q4 | $321K | Buy |
5,300
+36
| +0.7% | +$2.18K | 0.04% | 228 |
|
|
2019
Q3 | $307K | Buy |
5,264
+220
| +4% | +$12.8K | 0.04% | 229 |
|
|
2019
Q2 | $258K | Sell |
5,044
-24
| -0.5% | -$1.23K | 0.03% | 252 |
|
|
2019
Q1 | $245K | Buy |
+5,068
| New | +$245K | 0.03% | 247 |
|