J.W. Burns & Co’s NextEra Energy, Inc. NEE Stock Holding History

J.W. Burns & Co’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	$943K	Sell	13,582 -2,715	-17%	-$188K	0.11%	103
2025 Q1	$1.16M	Sell	16,297 -3,958	-20%	-$281K	0.15%	92
2024 Q4	$1.45M	Buy	20,255 +561	+3%	+$40.2K	0.19%	83
2024 Q3	$1.66M	Buy	19,694 +50	+0.3%	+$4.23K	0.22%	76
2024 Q2	$1.39M	Sell	19,644 -1,319	-6%	-$93.4K	0.19%	81
2024 Q1	$1.34M	Sell	20,963 -274	-1%	-$17.5K	0.19%	85
2023 Q4	$1.29M	Sell	21,237 -552	-3%	-$33.5K	0.19%	85
2023 Q3	$1.25M	Sell	21,789 -50	-0.2%	-$2.87K	0.2%	82
2023 Q2	$1.62M	Sell	21,839 -873	-4%	-$64.8K	0.26%	70
2023 Q1	$1.75M	Sell	22,712 -94	-0.4%	-$7.25K	0.3%	64
2022 Q4	$1.91M	Sell	22,806 -168	-0.7%	-$14K	0.35%	58
2022 Q3	$1.8M	Sell	22,974 -15	-0.1%	-$1.18K	0.35%	60
2022 Q2	$1.78M	Buy	22,989 +1,151	+5%	+$89.2K	0.34%	62
2022 Q1	$1.85M	Sell	21,838 -989	-4%	-$83.8K	0.29%	62
2021 Q4	$2.13M	Buy	22,827 +526	+2%	+$49.1K	0.31%	65
2021 Q3	$1.75M	Buy	22,301 +3,423	+18%	+$269K	0.27%	69
2021 Q2	$1.38M	Buy	18,878 +1,789	+10%	+$131K	0.22%	84
2021 Q1	$1.29M	Buy	17,089 +333	+2%	+$25.2K	0.22%	80
2020 Q4	$1.29M	Buy	16,756 +48	+0.3%	+$3.7K	0.23%	80
2020 Q3	$1.16M	Buy	16,708 +2,020	+14%	+$140K	0.23%	78
2020 Q2	$882K	Buy	14,688 +300	+2%	+$18K	0.2%	83
2020 Q1	$865K	Buy	14,388 +940	+7%	+$56.5K	0.23%	82
2019 Q4	$814K	Buy	13,448 +3,800	+39%	+$230K	0.17%	100
2019 Q3	$562K	Buy	9,648 +2,032	+27%	+$118K	0.13%	110
2019 Q2	$390K	Sell	7,616 -100	-1%	-$5.12K	0.09%	128
2019 Q1	$373K	Hold	7,716	–	–	0.09%	125
2018 Q4	$335K	Sell	7,716 -100	-1%	-$4.34K	0.09%	127
2018 Q3	$327K	Buy	7,816 +1,200	+18%	+$50.2K	0.08%	138
2018 Q2	$276K	Hold	6,616	–	–	0.07%	143
2018 Q1	$270K	Hold	6,616	–	–	0.07%	144
2017 Q4	$258K	Buy	6,616 +800	+14%	+$31.2K	0.07%	141
2017 Q3	$213K	Hold	5,816	–	–	0.06%	150
2017 Q2	$204K	Buy	+5,816	New	+$204K	0.06%	154