BPFA
Barnes Pettey Financial Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
6,217
+65
| +1% | +$4.51K | 0.29% | 62 |
|
|
2025
Q1 | $436K | Hold |
6,152
| – | – | 0.34% | 57 |
|
|
2024
Q4 | $441K | Hold |
6,152
| – | – | 0.34% | 52 |
|
|
2024
Q3 | $520K | Hold |
6,152
| – | – | 0.41% | 48 |
|
|
2024
Q2 | $436K | Hold |
6,152
| – | – | 0.37% | 51 |
|
|
2024
Q1 | $393K | Sell |
6,152
-280
| -4% | -$17.9K | 0.34% | 56 |
|
|
2023
Q4 | $391K | Sell |
6,432
-5,652
| -47% | -$343K | 0.32% | 60 |
|
|
2023
Q3 | $692K | Hold |
12,084
| – | – | 0.64% | 37 |
|
|
2023
Q2 | $897K | Buy |
12,084
+2,752
| +29% | +$204K | 0.78% | 31 |
|
|
2023
Q1 | $719K | Sell |
9,332
-849
| -8% | -$65.4K | 0.69% | 37 |
|
|
2022
Q4 | $851K | Buy |
10,181
+169
| +2% | +$14.1K | 0.88% | 32 |
|
|
2022
Q3 | $785K | Sell |
10,012
-2,880
| -22% | -$226K | 1.07% | 26 |
|
|
2022
Q2 | $999K | Hold |
12,892
| – | – | 1.29% | 21 |
|
|
2022
Q1 | $1.09M | Hold |
12,892
| – | – | 1.32% | 21 |
|
|
2021
Q4 | $1.2M | Buy |
+12,892
| New | +$1.2M | 1.38% | 16 |
|