Bard Financial Services’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 | $1.55M | Hold |
22,285
| – | – | 0.18% | 98 |
|
|
2025
Q1 | $1.58M | Hold |
22,285
| – | – | 0.19% | 93 |
|
|
2024
Q4 | $1.6M | Hold |
22,285
| – | – | 0.19% | 95 |
|
|
2024
Q3 | $1.88M | Sell |
22,285
-750
| -3% | -$63.4K | 0.22% | 89 |
|
|
2024
Q2 | $1.63M | Buy |
23,035
+2,000
| +10% | +$142K | 0.17% | 98 |
|
|
2024
Q1 | $1.34M | Sell |
21,035
-2,500
| -11% | -$160K | 0.14% | 103 |
|
|
2023
Q4 | $1.43M | Sell |
23,535
-3,000
| -11% | -$182K | 0.16% | 100 |
|
|
2023
Q3 | $1.52M | Buy |
26,535
+1,250
| +5% | +$71.6K | 0.19% | 92 |
|
|
2023
Q2 | $1.88M | Buy |
25,285
+250
| +1% | +$18.6K | 0.14% | 123 |
|
|
2023
Q1 | $1.93M | Buy |
25,035
+250
| +1% | +$19.3K | 0.15% | 118 |
|
|
2022
Q4 | $2.07M | Hold |
24,785
| – | – | 0.18% | 112 |
|
|
2022
Q3 | $1.94M | Buy |
24,785
+500
| +2% | +$39.2K | 0.18% | 114 |
|
|
2022
Q2 | $1.88M | Hold |
24,285
| – | – | 0.17% | 111 |
|
|
2022
Q1 | $2.06M | Hold |
24,285
| – | – | 0.17% | 109 |
|
|
2021
Q4 | $2.27M | Hold |
24,285
| – | – | 0.18% | 106 |
|
|
2021
Q3 | $1.91M | Hold |
24,285
| – | – | 0.17% | 112 |
|
|
2021
Q2 | $1.78M | Buy |
24,285
+250
| +1% | +$18.3K | 0.16% | 109 |
|
|
2021
Q1 | $1.82M | Buy |
24,035
+2,125
| +10% | +$161K | 0.18% | 109 |
|
|
2020
Q4 | $1.69M | Buy |
+21,910
| New | +$1.69M | 0.17% | 110 |
|