BC
Burney Company’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Sell |
10,114
-121
| -1% | -$8.4K | 0.02% | 358 |
|
|
2025
Q1 | $726K | Hold |
10,235
| – | – | 0.03% | 349 |
|
|
2024
Q4 | $734K | Hold |
10,235
| – | – | 0.03% | 359 |
|
|
2024
Q3 | $865K | Sell |
10,235
-450
| -4% | -$38K | 0.03% | 341 |
|
|
2024
Q2 | $757K | Hold |
10,685
| – | – | 0.03% | 360 |
|
|
2024
Q1 | $683K | Sell |
10,685
-100
| -0.9% | -$6.39K | 0.03% | 384 |
|
|
2023
Q4 | $655K | Sell |
10,785
-399
| -4% | -$24.2K | 0.03% | 381 |
|
|
2023
Q3 | $641K | Buy |
11,184
+823
| +8% | +$47.2K | 0.03% | 369 |
|
|
2023
Q2 | $769K | Buy |
10,361
+106
| +1% | +$7.87K | 0.04% | 345 |
|
|
2023
Q1 | $790K | Sell |
10,255
-1,200
| -10% | -$92.5K | 0.04% | 341 |
|
|
2022
Q4 | $958K | Sell |
11,455
-172
| -1% | -$14.4K | 0.05% | 304 |
|
|
2022
Q3 | $912K | Buy |
11,627
+47
| +0.4% | +$3.69K | 0.05% | 316 |
|
|
2022
Q2 | $897K | Sell |
11,580
-1,481
| -11% | -$115K | 0.05% | 321 |
|
|
2022
Q1 | $1.11M | Buy |
13,061
+45
| +0.3% | +$3.81K | 0.05% | 316 |
|
|
2021
Q4 | $1.22M | Hold |
13,016
| – | – | 0.05% | 300 |
|
|
2021
Q3 | $1.02M | Sell |
13,016
-92
| -0.7% | -$7.22K | 0.05% | 304 |
|
|
2021
Q2 | $961K | Buy |
13,108
+7,649
| +140% | +$561K | 0.04% | 321 |
|
|
2021
Q1 | $413K | Buy |
5,459
+633
| +13% | +$47.9K | 0.02% | 429 |
|
|
2020
Q4 | $372K | Buy |
4,826
+3,334
| +223% | +$257K | 0.02% | 415 |
|
|
2020
Q3 | $414K | Sell |
1,492
-74
| -5% | -$20.5K | 0.03% | 372 |
|
|
2020
Q2 | $376K | Buy |
1,566
+125
| +9% | +$30K | 0.02% | 370 |
|
|
2020
Q1 | $347K | Buy |
+1,441
| New | +$347K | 0.03% | 334 |
|
|
2019
Q2 | – | Sell |
-1,094
| Closed | -$211K | – | 457 |
|
|
2019
Q1 | $211K | Buy |
+1,094
| New | +$211K | 0.01% | 433 |
|
|
2015
Q2 | – | Sell |
-2,244
| Closed | -$233K | – | 415 |
|
|
2015
Q1 | $233K | Buy |
+2,244
| New | +$233K | 0.02% | 378 |
|
|
2014
Q1 | – | Sell |
-6,354
| Closed | -$544K | – | 407 |
|
|
2013
Q4 | $544K | Sell |
6,354
-724
| -10% | -$62K | 0.05% | 270 |
|
|
2013
Q3 | $567K | Sell |
7,078
-2,716
| -28% | -$218K | 0.06% | 259 |
|
|
2013
Q2 | $798K | Buy |
+9,794
| New | +$798K | 0.1% | 202 |
|