Brandywine Oak Private Wealth’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 | $563K | Sell |
8,110
-199
| -2% | -$13.8K | 0.05% | 139 |
|
|
2025
Q1 | $589K | Sell |
8,309
-1,354
| -14% | -$96K | 0.06% | 134 |
|
|
2024
Q4 | $693K | Buy |
9,663
+121
| +1% | +$8.67K | 0.07% | 126 |
|
|
2024
Q3 | $807K | Sell |
9,542
-1
| -0% | -$85 | 0.08% | 115 |
|
|
2024
Q2 | $676K | Sell |
9,543
-2,150
| -18% | -$152K | 0.07% | 118 |
|
|
2024
Q1 | $747K | Sell |
11,693
-5,715
| -33% | -$365K | 0.08% | 114 |
|
|
2023
Q4 | $1.06M | Sell |
17,408
-8,270
| -32% | -$502K | 0.12% | 88 |
|
|
2023
Q3 | $1.47M | Sell |
25,678
-6,779
| -21% | -$388K | 0.17% | 70 |
|
|
2023
Q2 | $2.41M | Sell |
32,457
-881
| -3% | -$65.4K | 0.27% | 55 |
|
|
2023
Q1 | $2.57M | Sell |
33,338
-1,449
| -4% | -$112K | 0.3% | 48 |
|
|
2022
Q4 | $2.91M | Sell |
34,787
-1,299
| -4% | -$109K | 0.36% | 43 |
|
|
2022
Q3 | $2.83M | Sell |
36,086
-2,090
| -5% | -$164K | 0.38% | 39 |
|
|
2022
Q2 | $2.96M | Sell |
38,176
-128
| -0.3% | -$9.92K | 0.38% | 37 |
|
|
2022
Q1 | $3.24M | Sell |
38,304
-97
| -0.3% | -$8.22K | 0.37% | 49 |
|
|
2021
Q4 | $3.59M | Sell |
38,401
-716
| -2% | -$66.8K | 0.39% | 46 |
|
|
2021
Q3 | $3.07M | Buy |
39,117
+3,442
| +10% | +$270K | 0.36% | 46 |
|
|
2021
Q2 | $2.61M | Buy |
35,675
+21,577
| +153% | +$1.58M | 0.31% | 56 |
|
|
2021
Q1 | $1.07M | Buy |
14,098
+602
| +4% | +$45.5K | 0.16% | 90 |
|
|
2020
Q4 | $1.04M | Buy |
13,496
+532
| +4% | +$41K | 0.16% | 86 |
|
|
2020
Q3 | $899K | Buy |
12,964
+124
| +1% | +$8.6K | 0.15% | 89 |
|
|
2020
Q2 | $770K | Buy |
12,840
+1,096
| +9% | +$65.7K | 0.14% | 94 |
|
|
2020
Q1 | $706K | Sell |
11,744
-64
| -0.5% | -$3.85K | 0.15% | 88 |
|
|
2019
Q4 | $714K | Hold |
11,808
| – | – | 0.13% | 83 |
|
|
2019
Q3 | $687K | Sell |
11,808
-5,488
| -32% | -$319K | 0.13% | 85 |
|
|
2019
Q2 | $885K | Sell |
17,296
-76
| -0.4% | -$3.89K | 0.18% | 73 |
|
|
2019
Q1 | $839K | Sell |
17,372
-2,452
| -12% | -$118K | 0.17% | 75 |
|
|
2018
Q4 | $861K | Buy |
+19,824
| New | +$861K | 0.19% | 70 |
|