Barnes Pettey Financial 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
Q2 | $432K | Buy |
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|
2025
Q1 | $436K | Hold |
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|
2024
Q4 | $441K | Hold |
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|
2024
Q3 | $520K | Hold |
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|
2024
Q2 | $436K | Hold |
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|
2024
Q1 | $393K | Sell |
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|
2023
Q4 | $391K | Sell |
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|
2023
Q3 | $692K | Hold |
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|
2023
Q2 | $897K | Buy |
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|
2023
Q1 | $719K | Sell |
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|
2022
Q4 | $851K | Buy |
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|
2022
Q3 | $785K | Sell |
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|
2022
Q2 | $999K | Hold |
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|
2022
Q1 | $1.09M | Hold |
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|
2021
Q4 | $1.2M | Buy |
|