Bartlett & Co Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $84.2M | Sell |
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|
2025
Q2 | $79.9M | Buy |
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|
2025
Q1 | $78.7M | Buy |
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|
2024
Q4 | $78.1M | Buy |
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|
2024
Q3 | $90.5M | Buy |
|
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|
2024
Q2 | $74.1M | Buy |
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|
2024
Q1 | $62.2M | Buy |
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|
2023
Q4 | $54.4M | Sell |
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|
2023
Q3 | $55.7M | Buy |
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|
2023
Q2 | $70.9M | Buy |
|
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|
2023
Q1 | $71.2M | Buy |
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|
2022
Q4 | $75M | Buy |
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|
2022
Q3 | $69.9M | Sell |
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|
2022
Q2 | $69.9M | Buy |
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|
2022
Q1 | $75.8M | Buy |
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|
2021
Q4 | $81.3M | Sell |
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|
2021
Q3 | $68.5M | Buy |
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|
2021
Q2 | $63.4M | Buy |
|
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|
2021
Q1 | $63.3M | Buy |
|
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|
2020
Q4 | $62.3M | Buy |
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|
2020
Q3 | $54.4M | Buy |
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|
2020
Q2 | $45.3M | Buy |
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|
2020
Q1 | $37.3M | Buy |
|
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|
2019
Q4 | $19.6M | Buy |
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|
2019
Q3 | $10.1M | Buy |
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|
2019
Q2 | $775K | Sell |
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|
2019
Q1 | $741K | Buy |
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|
2018
Q4 | $661K | Buy |
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|
2018
Q3 | $530K | Sell |
|
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|
2018
Q2 | $569K | Buy |
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|
2018
Q1 | $485K | Buy |
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