Barrett & Company’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
Q3
$73.7K Sell
2025
Q2
$98K Buy
2025
Q1
$69.2K Hold
2024
Q4
$70K Hold
2024
Q3
$82.5K Hold
2024
Q2
$69.1K Sell
2024
Q1
$75.2K Sell
2023
Q4
$90.9K Sell
2023
Q3
$109K Hold
2023
Q2
$141K Buy
2023
Q1
$45.9K Hold
2022
Q4
$49.8K Hold
2022
Q3
$49.8K Buy