Allen Mooney & Barnes Investment Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $754K | Sell |
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|
2025
Q2 | $746K | Buy |
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|
2025
Q1 | $762K | Sell |
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|
2024
Q4 | $771K | Sell |
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|
2024
Q3 | $925K | Buy |
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|
2024
Q2 | $742K | Sell |
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|
2024
Q1 | $819K | Buy |
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|
2023
Q4 | $683K | Buy |
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|
2023
Q3 | $623K | Buy |
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|
2023
Q2 | $470K | Sell |
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|
2023
Q1 | $501K | Sell |
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|
2022
Q4 | $544K | Sell |
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|
2022
Q3 | $554K | Buy |
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|
2022
Q2 | $543K | Sell |
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|
2022
Q1 | $611K | Buy |
|