BAMG
Brand Asset Management Group’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $248K | Sell |
3,574
-40
| -1% | -$2.78K | 0.09% | 79 |
|
2025
Q1 | $256K | Buy |
3,614
+6
| +0.2% | +$425 | 0.11% | 78 |
|
2024
Q4 | $259K | Buy |
3,608
+292
| +9% | +$20.9K | 0.11% | 79 |
|
2024
Q3 | $280K | Buy |
+3,316
| New | +$280K | 0.11% | 74 |
|
2021
Q2 | – | Sell |
-2,465
| Closed | -$186K | – | 189 |
|
2021
Q1 | $186K | Sell |
2,465
-1,223
| -33% | -$92.3K | 0.09% | 76 |
|
2020
Q4 | $285K | Buy |
3,688
+2,727
| +284% | +$211K | 0.16% | 60 |
|
2020
Q3 | $267K | Sell |
961
-24
| -2% | -$6.67K | 0.17% | 59 |
|
2020
Q2 | $237K | Sell |
985
-33
| -3% | -$7.94K | 0.15% | 60 |
|
2020
Q1 | $245K | Sell |
1,018
-17
| -2% | -$4.09K | 0.18% | 56 |
|
2019
Q4 | $251K | Sell |
1,035
-122
| -11% | -$29.6K | 0.16% | 62 |
|
2019
Q3 | $270K | Sell |
1,157
-75
| -6% | -$17.5K | 0.18% | 54 |
|
2019
Q2 | $252K | Buy |
1,232
+1,023
| +489% | +$209K | 0.17% | 58 |
|
2019
Q1 | $40K | Hold |
209
| – | – | 0.03% | 140 |
|
2018
Q4 | $36K | Hold |
209
| – | – | 0.03% | 129 |
|
2018
Q3 | $35K | Hold |
209
| – | – | 0.03% | 143 |
|
2018
Q2 | $35K | Buy |
+209
| New | +$35K | 0.03% | 146 |
|