BSW
Buckingham Strategic Wealth’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.72M | Sell |
94,952
-7,952
| -8% | -$563K | 0.07% | 125 |
|
|
2024
Q1 | $6.58M | Buy |
102,904
+6,226
| +6% | +$398K | 0.07% | 126 |
|
|
2023
Q4 | $5.87M | Buy |
96,678
+80
| +0.1% | +$4.86K | 0.07% | 130 |
|
|
2023
Q3 | $5.53M | Sell |
96,598
-1,863
| -2% | -$107K | 0.08% | 124 |
|
|
2023
Q2 | $7.31M | Sell |
98,461
-2,691
| -3% | -$200K | 0.1% | 102 |
|
|
2023
Q1 | $8.46M | Hold |
101,152
| – | – | 0.15% | 81 |
|
|
2022
Q4 | $8.46M | Buy |
101,152
+2,130
| +2% | +$178K | 0.15% | 81 |
|
|
2022
Q3 | $7.76M | Sell |
99,022
-291
| -0.3% | -$22.8K | 0.16% | 76 |
|
|
2022
Q2 | $7.69M | Buy |
99,313
+812
| +0.8% | +$62.9K | 0.15% | 77 |
|
|
2022
Q1 | $8.34M | Buy |
98,501
+4,318
| +5% | +$366K | 0.16% | 72 |
|
|
2021
Q4 | $8.79M | Sell |
94,183
-689
| -0.7% | -$64.3K | 0.17% | 72 |
|
|
2021
Q3 | $7.45M | Buy |
94,872
+4,734
| +5% | +$372K | 0.15% | 79 |
|
|
2021
Q2 | $6.61M | Sell |
90,138
-6,136
| -6% | -$450K | 0.16% | 81 |
|
|
2021
Q1 | $7.28M | Buy |
96,274
+17,434
| +22% | +$1.32M | 0.36% | 63 |
|
|
2020
Q4 | $6.08M | Buy |
78,840
+65,099
| +474% | +$5.02M | 0.32% | 68 |
|
|
2020
Q3 | $3.81M | Buy |
13,741
+2,497
| +22% | +$693K | 0.29% | 73 |
|
|
2020
Q2 | $2.7M | Sell |
11,244
-2,813
| -20% | -$675K | 0.26% | 78 |
|
|
2020
Q1 | $3.38M | Sell |
14,057
-177
| -1% | -$42.6K | 0.33% | 65 |
|
|
2019
Q4 | $3.45M | Buy |
14,234
+1,166
| +9% | +$282K | 0.33% | 67 |
|
|
2019
Q3 | $3.05M | Buy |
13,068
+197
| +2% | +$45.9K | 0.33% | 67 |
|
|
2019
Q2 | $2.64M | Buy |
12,871
+1,499
| +13% | +$307K | 0.29% | 72 |
|
|
2019
Q1 | $2.2M | Sell |
11,372
-414
| -4% | -$80.1K | 0.28% | 79 |
|
|
2018
Q4 | $2.05M | Sell |
11,786
-243
| -2% | -$42.2K | 0.31% | 66 |
|
|
2018
Q3 | $2.02M | Buy |
12,029
+1,728
| +17% | +$290K | 0.31% | 69 |
|
|
2018
Q2 | $1.72M | Buy |
10,301
+2,451
| +31% | +$409K | 0.28% | 82 |
|
|
2018
Q1 | $1.28M | Buy |
7,850
+1,181
| +18% | +$193K | 0.25% | 87 |
|
|
2017
Q4 | $1.04M | Buy |
6,669
+185
| +3% | +$28.9K | 0.22% | 97 |
|
|
2017
Q3 | $950K | Buy |
6,484
+1,132
| +21% | +$166K | 0.23% | 102 |
|
|
2017
Q2 | $750K | Buy |
5,352
+205
| +4% | +$28.7K | 0.18% | 118 |
|
|
2017
Q1 | $661K | Buy |
5,147
+423
| +9% | +$54.3K | 0.19% | 105 |
|
|
2016
Q4 | $564K | Sell |
4,724
-2,581
| -35% | -$308K | 0.18% | 108 |
|
|
2016
Q3 | $894K | Buy |
7,305
+2,538
| +53% | +$311K | 0.3% | 67 |
|
|
2016
Q2 | $622K | Sell |
4,767
-1,357
| -22% | -$177K | 0.21% | 100 |
|
|
2016
Q1 | $725K | Buy |
6,124
+2,029
| +50% | +$240K | 0.24% | 82 |
|
|
2015
Q4 | $425K | Sell |
4,095
-375
| -8% | -$38.9K | 0.14% | 111 |
|
|
2015
Q3 | $436K | Buy |
4,470
+368
| +9% | +$35.9K | 0.15% | 106 |
|
|
2015
Q2 | $402K | Buy |
4,102
+132
| +3% | +$12.9K | 0.13% | 124 |
|
|
2015
Q1 | $413K | Buy |
3,970
+103
| +3% | +$10.7K | 0.16% | 114 |
|
|
2014
Q4 | $411K | Buy |
3,867
+670
| +21% | +$71.2K | 0.16% | 105 |
|
|
2014
Q3 | $300K | Hold |
3,197
| – | – | 0.12% | 122 |
|
|
2014
Q2 | $328K | Buy |
3,197
+428
| +15% | +$43.9K | 0.14% | 111 |
|
|
2014
Q1 | $265K | Buy |
2,769
+260
| +10% | +$24.9K | 0.12% | 113 |
|
|
2013
Q4 | $215K | Hold |
2,509
| – | – | 0.1% | 140 |
|
|
2013
Q3 | $201K | Sell |
2,509
-15
| -0.6% | -$1.2K | 0.11% | 129 |
|
|
2013
Q2 | $206K | Buy |
+2,524
| New | +$206K | 0.12% | 116 |
|