RBA
Richard Bernstein Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
+37,527
| New | +$2.61M | 0.06% | 159 |
|
|
2023
Q3 | – | Sell |
-86,570
| Closed | -$6.42M | – | 234 |
|
|
2023
Q2 | $6.42M | Sell |
86,570
-11,524
| -12% | -$855K | 0.14% | 51 |
|
|
2023
Q1 | $7.56M | Hold |
98,094
| – | – | 0.16% | 48 |
|
|
2022
Q4 | $8.2M | Hold |
98,094
| – | – | 0.18% | 50 |
|
|
2022
Q3 | $7.69M | Hold |
98,094
| – | – | 0.19% | 50 |
|
|
2022
Q2 | $7.6M | Buy |
98,094
+46,208
| +89% | +$3.58M | 0.16% | 61 |
|
|
2022
Q1 | $4.4M | Hold |
51,886
| – | – | 0.09% | 116 |
|
|
2021
Q4 | $4.85M | Buy |
+51,886
| New | +$4.85M | 0.09% | 99 |
|
|
2021
Q1 | – | Sell |
-94,496
| Closed | -$7.29M | – | 320 |
|
|
2020
Q4 | $7.29M | Buy |
94,496
+70,872
| +300% | +$5.47M | 0.18% | 51 |
|
|
2020
Q3 | $6.56M | Hold |
23,624
| – | – | 0.18% | 53 |
|
|
2020
Q2 | $5.67M | Sell |
23,624
-16,591
| -41% | -$3.98M | 0.18% | 54 |
|
|
2020
Q1 | $9.68M | Sell |
40,215
-5,191
| -11% | -$1.25M | 0.34% | 25 |
|
|
2019
Q4 | $11M | Hold |
45,406
| – | – | 0.36% | 31 |
|
|
2019
Q3 | $10.6M | Hold |
45,406
| – | – | 0.35% | 29 |
|
|
2019
Q2 | $9.3M | Hold |
45,406
| – | – | 0.31% | 33 |
|
|
2019
Q1 | $8.78M | Buy |
45,406
+40,637
| +852% | +$7.86M | 0.28% | 43 |
|
|
2018
Q4 | $829K | Hold |
4,769
| – | – | 0.03% | 280 |
|
|
2018
Q3 | $799K | Hold |
4,769
| – | – | 0.02% | 308 |
|
|
2018
Q2 | $797K | Hold |
4,769
| – | – | 0.03% | 287 |
|
|
2018
Q1 | $779K | Hold |
4,769
| – | – | 0.03% | 249 |
|
|
2017
Q4 | $745K | Hold |
4,769
| – | – | 0.03% | 192 |
|
|
2017
Q3 | $699K | Hold |
4,769
| – | – | 0.05% | 183 |
|
|
2017
Q2 | $668K | Sell |
4,769
-15,213
| -76% | -$2.13M | 0.05% | 176 |
|
|
2017
Q1 | $2.57M | Hold |
19,982
| – | – | 0.2% | 174 |
|
|
2016
Q4 | $2.39M | Hold |
19,982
| – | – | 0.2% | 178 |
|
|
2016
Q3 | $2.44M | Hold |
19,982
| – | – | 0.23% | 169 |
|
|
2016
Q2 | $2.61M | Hold |
19,982
| – | – | 0.25% | 141 |
|
|
2016
Q1 | $2.37M | Sell |
19,982
-47,372
| -70% | -$5.61M | 0.24% | 173 |
|
|
2015
Q4 | $7M | Hold |
67,354
| – | – | 0.9% | 30 |
|
|
2015
Q3 | $6.57M | Hold |
67,354
| – | – | 0.9% | 27 |
|
|
2015
Q2 | $6.6M | Buy |
67,354
+6,305
| +10% | +$618K | 0.8% | 31 |
|
|
2015
Q1 | $6.35M | Hold |
61,049
| – | – | 0.83% | 34 |
|
|
2014
Q4 | $6.49M | Hold |
61,049
| – | – | 0.67% | 37 |
|
|
2014
Q3 | $5.73M | Hold |
61,049
| – | – | 0.6% | 52 |
|
|
2014
Q2 | $6.26M | Buy |
61,049
+4,971
| +9% | +$509K | 0.74% | 22 |
|
|
2014
Q1 | $5.36M | Buy |
56,078
+12,519
| +29% | +$1.2M | 0.76% | 28 |
|
|
2013
Q4 | $3.73M | Buy |
43,559
+13,153
| +43% | +$1.13M | 0.75% | 24 |
|
|
2013
Q3 | $2.44M | Hold |
30,406
| – | – | 0.72% | 26 |
|
|
2013
Q2 | $2.48M | Buy |
+30,406
| New | +$2.48M | 0.82% | 26 |
|