Buckley Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History

Buckley Wealth Management’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.9M	Buy	70,521 +16,606	+31%	+$1.15M	1.47%	14
2025 Q1	$3.82M	Buy	53,915 +15,327	+40%	+$1.09M	1.19%	19
2024 Q4	$2.77M	Buy	38,588 +112	+0.3%	+$8.03K	0.85%	24
2024 Q3	$3.25M	Sell	38,476 -590	-2%	-$49.9K	1%	23
2024 Q2	$2.77M	Sell	39,066 -196	-0.5%	-$13.9K	0.88%	24
2024 Q1	$2.51M	Buy	39,262 +6,017	+18%	+$385K	0.8%	26
2023 Q4	$2.02M	Sell	33,245 -1,280	-4%	-$77.7K	0.7%	28
2023 Q3	$1.98M	Buy	34,525 +14,879	+76%	+$852K	0.74%	27
2023 Q2	$1.46M	Buy	19,646 +6,591	+50%	+$489K	0.5%	37
2023 Q1	$1.01M	Buy	13,055 +899	+7%	+$69.3K	0.37%	43
2022 Q4	$1.02M	Sell	12,156 -1,988	-14%	-$166K	0.37%	42
2022 Q3	$1.11M	Sell	14,144 -4,153	-23%	-$326K	0.41%	39
2022 Q2	$1.42M	Sell	18,297 -351	-2%	-$27.2K	0.46%	38
2022 Q1	$1.58M	Buy	18,648 +5,464	+41%	+$463K	0.43%	40
2021 Q4	$1.23M	Buy	13,184 +2,711	+26%	+$253K	0.36%	48
2021 Q3	$822K	Buy	10,473 +948	+10%	+$74.4K	0.27%	64
2021 Q2	$698K	Buy	9,525 +294	+3%	+$21.5K	0.24%	72
2021 Q1	$698K	Buy	9,231 +1,369	+17%	+$104K	0.26%	68
2020 Q4	$607K	Buy	7,862 +174	+2%	+$13.4K	0.25%	66
2020 Q3	$534K	Sell	7,688 -3,548	-32%	-$246K	0.24%	69
2020 Q2	$675K	Sell	11,236 -772	-6%	-$46.4K	0.31%	63
2020 Q1	$722K	Buy	12,008 +3,052	+34%	+$184K	0.39%	48
2019 Q4	$542K	Sell	8,956 -488	-5%	-$29.5K	0.25%	77
2019 Q3	$550K	Sell	9,444 -2,636	-22%	-$154K	0.27%	74
2019 Q2	$619K	Sell	12,080 -576	-5%	-$29.5K	0.29%	69
2019 Q1	$612K	Buy	12,656 +232	+2%	+$11.2K	0.29%	70
2018 Q4	$540K	Sell	12,424 -440	-3%	-$19.1K	0.28%	74
2018 Q3	$539K	Sell	12,864 -40	-0.3%	-$1.68K	0.24%	89
2018 Q2	$539K	Buy	12,904 +532	+4%	+$22.2K	0.25%	87
2018 Q1	$505K	Buy	12,372 +432	+4%	+$17.6K	0.25%	95
2017 Q4	$466K	Buy	+11,940	New	+$466K	0.23%	99