Barlow Wealth Partners’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 | $613K | Hold |
8,392
| – | – | 0.07% | 74 |
|
|
2025
Q1 | $555K | Hold |
8,392
| – | – | 0.07% | 77 |
|
|
2024
Q4 | $581K | Sell |
8,392
-2,928
| -26% | -$203K | 0.07% | 77 |
|
|
2024
Q3 | $909K | Hold |
11,320
| – | – | 0.12% | 67 |
|
|
2024
Q2 | $854K | Hold |
11,320
| – | – | 0.12% | 68 |
|
|
2024
Q1 | $714K | Buy |
11,320
+900
| +9% | +$56.8K | 0.1% | 74 |
|
|
2023
Q4 | $633K | Buy |
+10,420
| New | +$633K | 0.09% | 78 |
|