BSW Wealth Partners’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 | $231K | Sell |
3,328
-3,176
| -49% | -$220K | 0.03% | 287 |
|
|
2025
Q1 | $461K | Sell |
6,504
-227
| -3% | -$16.1K | 0.07% | 164 |
|
|
2024
Q4 | $483K | Sell |
6,731
-272
| -4% | -$19.5K | 0.07% | 168 |
|
|
2024
Q3 | $592K | Buy |
7,003
+898
| +15% | +$75.9K | 0.09% | 127 |
|
|
2024
Q2 | $432K | Sell |
6,105
-89
| -1% | -$6.3K | 0.07% | 151 |
|
|
2024
Q1 | $396K | Buy |
6,194
+879
| +17% | +$56.2K | 0.07% | 170 |
|
|
2023
Q4 | $323K | Sell |
5,315
-448
| -8% | -$27.2K | 0.06% | 194 |
|
|
2023
Q3 | $330K | Buy |
5,763
+89
| +2% | +$5.1K | 0.07% | 157 |
|
|
2023
Q2 | $421K | Sell |
5,674
-30
| -0.5% | -$2.23K | 0.09% | 130 |
|
|
2023
Q1 | $440K | Sell |
5,704
-100
| -2% | -$7.71K | 0.09% | 158 |
|
|
2022
Q4 | $485K | Hold |
5,804
| – | – | 0.1% | 138 |
|
|
2022
Q3 | $455K | Sell |
5,804
-9
| -0.2% | -$706 | 0.11% | 127 |
|
|
2022
Q2 | $450K | Hold |
5,813
| – | – | 0.11% | 133 |
|
|
2022
Q1 | $492K | Buy |
5,813
+400
| +7% | +$33.9K | 0.12% | 125 |
|
|
2021
Q4 | $505K | Buy |
5,413
+1,203
| +29% | +$112K | 0.13% | 120 |
|
|
2021
Q3 | $331K | Sell |
4,210
-13
| -0.3% | -$1.02K | 0.09% | 163 |
|
|
2021
Q2 | $309K | Hold |
4,223
| – | – | 0.09% | 169 |
|
|
2021
Q1 | $319K | Sell |
4,223
-168
| -4% | -$12.7K | 0.09% | 133 |
|
|
2020
Q4 | $339K | Buy |
4,391
+119
| +3% | +$9.19K | 0.1% | 113 |
|
|
2020
Q3 | $296K | Buy |
4,272
+56
| +1% | +$3.88K | 0.11% | 102 |
|
|
2020
Q2 | $253K | Buy |
4,216
+320
| +8% | +$19.2K | 0.08% | 120 |
|
|
2020
Q1 | $234K | Sell |
3,896
-48
| -1% | -$2.88K | 0.1% | 100 |
|
|
2019
Q4 | $239K | Sell |
3,944
-16
| -0.4% | -$970 | 0.08% | 111 |
|
|
2019
Q3 | $231K | Buy |
+3,960
| New | +$231K | 0.09% | 95 |
|