BCM
BTC Capital Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.95M | Buy |
115,340
+1,832
| +2% | +$126K | 0.65% | 42 |
|
|
2025
Q1 | $8.05M | Buy |
113,508
+4,763
| +4% | +$338K | 0.74% | 41 |
|
|
2024
Q4 | $7.79M | Sell |
108,745
-3,461
| -3% | -$248K | 0.72% | 40 |
|
|
2024
Q3 | $9.48M | Sell |
112,206
-3,346
| -3% | -$283K | 0.84% | 34 |
|
|
2024
Q2 | $8.18M | Sell |
115,552
-16,355
| -12% | -$1.16M | 0.76% | 43 |
|
|
2024
Q1 | $8.43M | Buy |
+131,907
| New | +$8.43M | 0.77% | 44 |
|
|
2023
Q3 | $6.57M | Buy |
114,651
+2,538
| +2% | +$145K | 0.76% | 40 |
|
|
2023
Q2 | $8.31M | Sell |
112,113
-2,385
| -2% | -$177K | 0.9% | 33 |
|
|
2023
Q1 | $8.82M | Buy |
114,498
+1,068
| +0.9% | +$82.3K | 1.01% | 27 |
|
|
2022
Q4 | $9.48M | Buy |
113,430
+3,161
| +3% | +$264K | 1.14% | 25 |
|
|
2022
Q3 | $8.64M | Sell |
110,269
-5,833
| -5% | -$457K | 1.13% | 24 |
|
|
2022
Q2 | $8.99M | Sell |
116,102
-581
| -0.5% | -$45K | 1.1% | 24 |
|
|
2022
Q1 | $9.89M | Sell |
116,683
-713
| -0.6% | -$60.4K | 0.98% | 26 |
|
|
2021
Q4 | $11M | Buy |
117,396
+3,297
| +3% | +$308K | 1.08% | 26 |
|
|
2021
Q3 | $8.96M | Sell |
114,099
-2,300
| -2% | -$181K | 1.01% | 32 |
|
|
2021
Q2 | $8.54M | Sell |
116,399
-4,425
| -4% | -$325K | 0.97% | 34 |
|
|
2021
Q1 | $9.14M | Sell |
120,824
-3,853
| -3% | -$291K | 1.02% | 32 |
|
|
2020
Q4 | $9.62M | Buy |
124,677
+92,182
| +284% | +$7.11M | 1.15% | 25 |
|
|
2020
Q3 | $9.02M | Sell |
32,495
-589
| -2% | -$163K | 1.26% | 22 |
|
|
2020
Q2 | $7.94M | Buy |
33,084
+3,362
| +11% | +$806K | 1.21% | 24 |
|
|
2020
Q1 | $7.15M | Sell |
29,722
-517
| -2% | -$124K | 1.36% | 18 |
|
|
2019
Q4 | $7.31M | Buy |
30,239
+1,101
| +4% | +$266K | 1.04% | 25 |
|
|
2019
Q3 | $6.79M | Buy |
29,138
+20,502
| +237% | +$4.78M | 1.08% | 25 |
|
|
2019
Q2 | $1.77M | Buy |
8,636
+7,076
| +454% | +$1.45M | 0.29% | 97 |
|
|
2019
Q1 | $302K | Hold |
1,560
| – | – | 0.05% | 147 |
|
|
2018
Q4 | $272K | Buy |
1,560
+160
| +11% | +$27.9K | 0.05% | 153 |
|
|
2018
Q3 | $234K | Hold |
1,400
| – | – | 0.04% | 161 |
|
|
2018
Q2 | $234K | Hold |
1,400
| – | – | 0.06% | 137 |
|
|
2018
Q1 | $229K | Hold |
1,400
| – | – | 0.04% | 172 |
|
|
2017
Q4 | $219K | Buy |
+1,400
| New | +$219K | 0.04% | 164 |
|
|
2017
Q3 | – | Sell |
-1,760
| Closed | -$245K | – | 175 |
|
|
2017
Q2 | $245K | Hold |
1,760
| – | – | 0.04% | 151 |
|
|
2017
Q1 | $226K | Sell |
1,760
-50
| -3% | -$6.42K | 0.04% | 157 |
|
|
2016
Q4 | $216K | Hold |
1,810
| – | – | 0.04% | 166 |
|
|
2016
Q3 | $223K | Hold |
1,810
| – | – | 0.05% | 159 |
|
|
2016
Q2 | $236K | Hold |
1,810
| – | – | 0.05% | 143 |
|
|
2016
Q1 | $214K | Buy |
+1,810
| New | +$214K | 0.05% | 150 |
|