Bar Harbor Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Sell |
43,357
-18,089
| -29% | -$1.26M | 0.19% | 105 |
|
|
2025
Q1 | $4.36M | Sell |
61,446
-44,202
| -42% | -$3.13M | 0.29% | 83 |
|
|
2024
Q4 | $7.57M | Buy |
105,648
+3,241
| +3% | +$232K | 0.5% | 57 |
|
|
2024
Q3 | $8.66M | Sell |
102,407
-4,517
| -4% | -$382K | 0.55% | 52 |
|
|
2024
Q2 | $7.57M | Buy |
106,924
+4,463
| +4% | +$316K | 0.5% | 56 |
|
|
2024
Q1 | $6.55M | Sell |
102,461
-1,129
| -1% | -$72.2K | 0.44% | 60 |
|
|
2023
Q4 | $6.29M | Sell |
103,590
-6,682
| -6% | -$406K | 0.47% | 56 |
|
|
2023
Q3 | $6.32M | Sell |
110,272
-2,081
| -2% | -$119K | 0.5% | 60 |
|
|
2023
Q2 | $8.34M | Sell |
112,353
-6,785
| -6% | -$503K | 0.64% | 46 |
|
|
2023
Q1 | $9.18M | Sell |
119,138
-2,696
| -2% | -$208K | 0.73% | 44 |
|
|
2022
Q4 | $10.2M | Buy |
121,834
+212
| +0.2% | +$17.7K | 0.81% | 37 |
|
|
2022
Q3 | $9.54M | Sell |
121,622
-567
| -0.5% | -$44.5K | 0.82% | 37 |
|
|
2022
Q2 | $9.47M | Buy |
122,189
+15,879
| +15% | +$1.23M | 0.76% | 41 |
|
|
2022
Q1 | $9.01M | Sell |
106,310
-15,376
| -13% | -$1.3M | 0.81% | 38 |
|
|
2021
Q4 | $11.4M | Sell |
121,686
-561
| -0.5% | -$52.4K | 0.96% | 31 |
|
|
2021
Q3 | $9.6M | Sell |
122,247
-450
| -0.4% | -$35.3K | 0.9% | 33 |
|
|
2021
Q2 | $8.99M | Sell |
122,697
-1,910
| -2% | -$140K | 0.84% | 40 |
|
|
2021
Q1 | $9.42M | Sell |
124,607
-1,871
| -1% | -$141K | 0.92% | 36 |
|
|
2020
Q4 | $9.76M | Buy |
126,478
+1,630
| +1% | +$126K | 0.98% | 31 |
|
|
2020
Q3 | $8.66M | Sell |
124,848
-2,620
| -2% | -$182K | 0.96% | 30 |
|
|
2020
Q2 | $7.65M | Buy |
127,468
+8,340
| +7% | +$501K | 0.88% | 39 |
|
|
2020
Q1 | $7.17M | Buy |
119,128
+17,484
| +17% | +$1.05M | 0.97% | 34 |
|
|
2019
Q4 | $6.15M | Buy |
101,644
+32,124
| +46% | +$1.94M | 0.67% | 43 |
|
|
2019
Q3 | $4.05M | Buy |
69,520
+288
| +0.4% | +$16.8K | 0.47% | 58 |
|
|
2019
Q2 | $3.55M | Buy |
69,232
+720
| +1% | +$36.9K | 0.41% | 63 |
|
|
2019
Q1 | $3.31M | Sell |
68,512
-860
| -1% | -$41.6K | 0.4% | 66 |
|
|
2018
Q4 | $3.02M | Sell |
69,372
-2,532
| -4% | -$110K | 0.4% | 59 |
|
|
2018
Q3 | $3.01M | Buy |
71,904
+92
| +0.1% | +$3.86K | 0.34% | 71 |
|
|
2018
Q2 | $3M | Sell |
71,812
-4,668
| -6% | -$195K | 0.36% | 65 |
|
|
2018
Q1 | $3.12M | Sell |
76,480
-8,108
| -10% | -$331K | 0.38% | 66 |
|
|
2017
Q4 | $3.3M | Sell |
84,588
-1,248
| -1% | -$48.7K | 0.38% | 59 |
|
|
2017
Q3 | $3.15M | Sell |
85,836
-1,796
| -2% | -$65.8K | 0.38% | 58 |
|
|
2017
Q2 | $3.07M | Sell |
87,632
-7,848
| -8% | -$275K | 0.37% | 61 |
|
|
2017
Q1 | $3.06M | Sell |
95,480
-45,348
| -32% | -$1.46M | 0.36% | 60 |
|
|
2016
Q4 | $4.21M | Sell |
140,828
-524
| -0.4% | -$15.7K | 0.46% | 46 |
|
|
2016
Q3 | $4.32M | Sell |
141,352
-2,112
| -1% | -$64.6K | 0.49% | 46 |
|
|
2016
Q2 | $4.68M | Sell |
143,464
-2,832
| -2% | -$92.3K | 0.54% | 44 |
|
|
2016
Q1 | $4.33M | Buy |
146,296
+6,248
| +4% | +$185K | 0.53% | 45 |
|
|
2015
Q4 | $3.64M | Sell |
140,048
-1,768
| -1% | -$45.9K | 0.46% | 52 |
|
|
2015
Q3 | $3.46M | Sell |
141,816
-3,312
| -2% | -$80.8K | 0.46% | 55 |
|
|
2015
Q2 | $3.56M | Sell |
145,128
-420
| -0.3% | -$10.3K | 0.43% | 59 |
|
|
2015
Q1 | $3.79M | Buy |
145,548
+4,396
| +3% | +$114K | 0.46% | 59 |
|
|
2014
Q4 | $3.75M | Sell |
141,152
-3,972
| -3% | -$106K | 0.47% | 58 |
|
|
2014
Q3 | $3.41M | Sell |
145,124
-9,504
| -6% | -$223K | 0.44% | 60 |
|
|
2014
Q2 | $3.96M | Sell |
154,628
-4,116
| -3% | -$105K | 0.5% | 55 |
|
|
2014
Q1 | $3.79M | Sell |
158,744
-896
| -0.6% | -$21.4K | 0.49% | 56 |
|
|
2013
Q4 | $3.42M | Sell |
159,640
-3,184
| -2% | -$68.2K | 0.44% | 61 |
|
|
2013
Q3 | $3.26M | Sell |
162,824
-6,428
| -4% | -$129K | 0.46% | 59 |
|
|
2013
Q2 | $3.45M | Buy |
+169,252
| New | +$3.45M | 0.5% | 56 |
|