Bray Capital Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $210K | Hold |
2,933
| – | – | 0.06% | 129 |
|
|
2024
Q3 | $248K | Hold |
2,933
| – | – | 0.06% | 125 |
|
|
2024
Q2 | $208K | Hold |
2,933
| – | – | 0.05% | 126 |
|
|
2024
Q1 | $187K | Buy |
2,933
+18
| +0.6% | +$1.05K | 0.05% | 134 |
|
|
2023
Q4 | $177K | Hold |
2,915
| – | – | 0.05% | 136 |
|
|
2023
Q3 | $167K | Hold |
2,915
| – | – | 0.05% | 130 |
|
|
2023
Q2 | $216K | Sell |
2,915
-1,280
| -31% | -$96.9K | 0.06% | 129 |
|
|
2023
Q1 | $323K | Hold |
4,195
| – | – | 0.09% | 121 |
|
|
2022
Q4 | $351K | Hold |
4,195
| – | – | 0.11% | 116 |
|
|
2022
Q3 | $329K | Hold |
4,195
| – | – | 0.1% | 116 |
|
|
2022
Q2 | $325K | Hold |
4,195
| – | – | 0.1% | 121 |
|
|
2022
Q1 | $355K | Hold |
4,195
| – | – | 0.09% | 119 |
|
|
2021
Q4 | $392K | Hold |
4,195
| – | – | 0.1% | 119 |
|
|
2021
Q3 | $329K | Buy |
4,195
+460
| +12% | +$37.1K | 0.08% | 121 |
|
|
2021
Q2 | $274K | Sell |
3,735
-65
| -2% | -$4.88K | 0.07% | 123 |
|
|
2021
Q1 | $287K | Hold |
3,800
| – | – | 0.08% | 124 |
|
|
2020
Q4 | $293K | Hold |
3,800
| – | – | 0.09% | 117 |
|
|
2020
Q3 | $264K | Hold |
3,800
| – | – | 0.09% | 116 |
|
|
2020
Q2 | $228K | Hold |
3,800
| – | – | 0.09% | 119 |
|
|
2020
Q1 | $229K | Sell |
3,800
-300
| -7% | -$18.9K | 0.1% | 113 |
|
|
2019
Q4 | $248K | Hold |
4,100
| – | – | 0.09% | 129 |
|
|
2019
Q3 | $239K | Sell |
4,100
-400
| -9% | -$21.6K | 0.09% | 128 |
|
|
2019
Q2 | $230K | Hold |
4,500
| – | – | 0.09% | 144 |
|
|
2019
Q1 | $217K | Hold |
4,500
| – | – | 0.09% | 141 |
|
|
2018
Q4 | $196K | Hold |
4,500
| – | – | 0.1% | 143 |
|
|
2018
Q3 | $189K | Hold |
4,500
| – | – | 0.08% | 145 |
|
|
2018
Q2 | $188K | Hold |
4,500
| – | – | 0.09% | 139 |
|
|
2018
Q1 | $184K | Buy |
+4,500
| New | +$174K | 0.09% | 141 |
|
|
2016
Q4 | – | Sell |
-31,300
| Closed | -$957K | – | 122 |
|
|
2016
Q3 | $957K | Buy |
31,300
+1,600
| +5% | +$50.4K | 0.58% | 58 |
|
|
2016
Q2 | $968K | Buy |
29,700
+4,200
| +16% | +$126K | 0.6% | 59 |
|
|
2016
Q1 | $754K | Hold |
25,500
| – | – | 0.65% | 47 |
|
|
2015
Q4 | $662K | Hold |
25,500
| – | – | 0.42% | 71 |
|
|
2015
Q3 | $622K | Hold |
25,500
| – | – | 0.4% | 71 |
|
|
2015
Q2 | $625K | Hold |
25,500
| – | – | 0.36% | 81 |
|
|
2015
Q1 | $663K | Sell |
25,500
-460
| -2% | -$12.1K | 0.39% | 83 |
|
|
2014
Q4 | $690K | Buy |
+25,960
| New | +$656K | 0.45% | 73 |
|
Other funds holding NEE
Bray Capital Advisors's NEE Position: Q4 2024 in Review
Bray Capital Advisors held its NextEra Energy (NEE) position steady in Q4 2024 at 2,933 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #129.
Bray Capital Advisors first reported a position in NEE in Q4 2014 and has held it in 36 quarters since. The position peaked at $968K in Q2 2016. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.
- Bray Capital Advisors held 2,933 shares of NextEra Energy worth $210K as of Q4 2024.
- Bray Capital Advisors left its NextEra Energy share count unchanged in Q4 2024.
- NextEra Energy made up 0.06% of Bray Capital Advisors's portfolio in Q4 2024, its #129 holding.
- Bray Capital Advisors first reported a position in NextEra Energy in Q4 2014 and has held it in 36 quarters since.
- Bray Capital Advisors's NextEra Energy position peaked at $968K in Q2 2016.
- 2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.
Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.