Buckingham Strategic Wealth’s NextEra Energy NEE Stock Holding History

Buckingham Strategic Wealth’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$6.72M	Sell	94,952 -7,952	-8%	-$564K	0.07%	125
2024 Q1	$6.58M	Buy	102,904 +6,226	+6%	+$365K	0.07%	126
2023 Q4	$5.87M	Buy	96,678 +80	+0.1%	+$4.56K	0.07%	130
2023 Q3	$5.53M	Sell	96,598 -1,863	-2%	-$129K	0.08%	124
2023 Q2	$7.31M	Sell	98,461 -2,691	-3%	-$204K	0.1%	102
2023 Q1	$8.46M	Hold	101,152	–	–	0.15%	81
2022 Q4	$8.46M	Buy	101,152 +2,130	+2%	+$172K	0.15%	81
2022 Q3	$7.76M	Sell	99,022 -291	-0.3%	-$24.7K	0.16%	76
2022 Q2	$7.69M	Buy	99,313 +812	+0.8%	+$61.8K	0.15%	77
2022 Q1	$8.34M	Buy	98,501 +4,318	+5%	+$346K	0.16%	72
2021 Q4	$8.79M	Sell	94,183 -689	-0.7%	-$59.5K	0.17%	72
2021 Q3	$7.45M	Buy	94,872 +4,734	+5%	+$382K	0.15%	79
2021 Q2	$6.61M	Sell	90,138 -6,136	-6%	-$461K	0.16%	81
2021 Q1	$7.28M	Buy	96,274 +17,434	+22%	+$1.36M	0.36%	63
2020 Q4	$6.08M	Buy	78,840 +23,876	+43%	+$1.79M	0.32%	68
2020 Q3	$3.81M	Buy	54,964 +9,988	+22%	+$690K	0.29%	73
2020 Q2	$2.7M	Sell	44,976 -11,252	-20%	-$673K	0.26%	78
2020 Q1	$3.38M	Sell	56,228 -708	-1%	-$44.5K	0.33%	65
2019 Q4	$3.45M	Buy	56,936 +4,664	+9%	+$272K	0.33%	67
2019 Q3	$3.04M	Buy	52,272 +788	+2%	+$42.6K	0.33%	67
2019 Q2	$2.64M	Buy	51,484 +5,996	+13%	+$295K	0.29%	72
2019 Q1	$2.2M	Sell	45,488 -1,656	-4%	-$75.7K	0.28%	79
2018 Q4	$2.05M	Sell	47,144 -972	-2%	-$42.5K	0.31%	66
2018 Q3	$2.02M	Buy	48,116 +6,912	+17%	+$294K	0.31%	69
2018 Q2	$1.72M	Buy	41,204 +9,804	+31%	+$396K	0.28%	82
2018 Q1	$1.28M	Buy	31,400 +4,724	+18%	+$182K	0.25%	87
2017 Q4	$1.04M	Buy	26,676 +740	+3%	+$28.6K	0.22%	97
2017 Q3	$950K	Buy	25,936 +4,528	+21%	+$166K	0.23%	102
2017 Q2	$750K	Buy	21,408 +820	+4%	+$28K	0.18%	118
2017 Q1	$661K	Buy	20,588 +1,692	+9%	+$53.2K	0.19%	105
2016 Q4	$564K	Sell	18,896 -10,324	-35%	-$308K	0.18%	108
2016 Q3	$894K	Buy	29,220 +10,152	+53%	+$320K	0.3%	67
2016 Q2	$622K	Sell	19,068 -5,428	-22%	-$163K	0.21%	100
2016 Q1	$725K	Buy	24,496 +8,116	+50%	+$228K	0.24%	82
2015 Q4	$425K	Sell	16,380 -1,500	-8%	-$38K	0.14%	111
2015 Q3	$436K	Buy	17,880 +1,472	+9%	+$37.4K	0.15%	106
2015 Q2	$402K	Buy	16,408 +528	+3%	+$13.4K	0.13%	124
2015 Q1	$413K	Buy	15,880 +412	+3%	+$10.9K	0.16%	114
2014 Q4	$411K	Buy	15,468 +2,680	+21%	+$67.7K	0.16%	105
2014 Q3	$300K	Hold	12,788	–	–	0.12%	122
2014 Q2	$328K	Buy	12,788 +1,712	+15%	+$41.6K	0.14%	111
2014 Q1	$265K	Buy	11,076 +1,040	+10%	+$23.6K	0.12%	113
2013 Q4	$215K	Hold	10,036	–	–	0.1%	140
2013 Q3	$201K	Sell	10,036 -60	-0.6%	-$1.24K	0.11%	129
2013 Q2	$206K	Buy	+10,096	New	+$200K	0.12%	116