Barrett Asset Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.36M | Sell |
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|
2021
Q4 | $2.86M | Buy |
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|
2021
Q3 | $2.05M | Buy |
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|
2021
Q2 | $1.9M | Buy |
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|
2021
Q1 | $1.96M | Buy |
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|
2020
Q4 | $1.86M | Buy |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $805K | Buy |
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|
2020
Q1 | $698K | Hold |
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|
2019
Q4 | $702K | Buy |
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|
2019
Q3 | $573K | Sell |
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|
2019
Q2 | $514K | Hold |
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|
2019
Q1 | $485K | Hold |
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|
2018
Q4 | $436K | Hold |
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|
2018
Q3 | $421K | Sell |
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|
2018
Q2 | $423K | Sell |
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|
2018
Q1 | $422K | Hold |
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|
2017
Q4 | $404K | Sell |
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|
2017
Q3 | $397K | Sell |
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|
2017
Q2 | $387K | Hold |
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|
2017
Q1 | $354K | Buy |
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|
2016
Q4 | $254K | Hold |
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|
2016
Q3 | $260K | Hold |
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|
2016
Q2 | $277K | Hold |
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|
2016
Q1 | $251K | Hold |
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|
2015
Q4 | $221K | Hold |
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|
2015
Q3 | $207K | Hold |
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|
2015
Q2 | $208K | Sell |
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|
2015
Q1 | $252K | Sell |
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|
2014
Q4 | $849K | Buy |
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|
2014
Q3 | $722K | Buy |
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|
2014
Q2 | $778K | Buy |
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|
2014
Q1 | $659K | Buy |
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|
2013
Q4 | $496K | Hold |
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|
2013
Q3 | $464K | Hold |
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|
2013
Q2 | $472K | Buy |
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