Barrett & Company’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 | $98K | Buy |
1,411
+435
| +45% | +$30.2K | 0.04% | 213 |
|
|
2025
Q1 | $69.2K | Hold |
976
| – | – | 0.03% | 231 |
|
|
2024
Q4 | $70K | Hold |
976
| – | – | 0.03% | 229 |
|
|
2024
Q3 | $82.5K | Hold |
976
| – | – | 0.04% | 219 |
|
|
2024
Q2 | $69.1K | Sell |
976
-200
| -17% | -$14.2K | 0.03% | 232 |
|
|
2024
Q1 | $75.2K | Sell |
1,176
-320
| -21% | -$20.5K | 0.04% | 228 |
|
|
2023
Q4 | $90.9K | Sell |
1,496
-400
| -21% | -$24.3K | 0.05% | 202 |
|
|
2023
Q3 | $109K | Hold |
1,896
| – | – | 0.06% | 169 |
|
|
2023
Q2 | $141K | Buy |
1,896
+1,300
| +218% | +$96.5K | 0.08% | 152 |
|
|
2023
Q1 | $45.9K | Hold |
596
| – | – | 0.03% | 246 |
|
|
2022
Q4 | $49.8K | Hold |
596
| – | – | 0.03% | 231 |
|
|
2022
Q3 | $49.8K | Buy |
+596
| New | +$49.8K | 0.03% | 231 |
|