BCWM
Bartlett & Co Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.9M | Buy |
1,151,060
+40,939
| +4% | +$2.84M | 1.12% | 22 |
|
|
2025
Q1 | $78.7M | Buy |
1,110,121
+20,025
| +2% | +$1.42M | 1.16% | 25 |
|
|
2024
Q4 | $78.1M | Buy |
1,090,096
+19,436
| +2% | +$1.39M | 1.13% | 27 |
|
|
2024
Q3 | $90.5M | Buy |
1,070,660
+24,512
| +2% | +$2.07M | 1.3% | 22 |
|
|
2024
Q2 | $74.1M | Buy |
1,046,148
+72,573
| +7% | +$5.14M | 1.12% | 30 |
|
|
2024
Q1 | $62.2M | Buy |
973,575
+81,609
| +9% | +$5.22M | 0.96% | 31 |
|
|
2023
Q4 | $54.4M | Sell |
891,966
-80,728
| -8% | -$4.93M | 0.88% | 36 |
|
|
2023
Q3 | $55.7M | Buy |
972,694
+17,736
| +2% | +$1.02M | 1% | 29 |
|
|
2023
Q2 | $70.9M | Buy |
954,958
+31,274
| +3% | +$2.32M | 1.23% | 23 |
|
|
2023
Q1 | $71.2M | Buy |
923,684
+26,052
| +3% | +$2.01M | 1.38% | 20 |
|
|
2022
Q4 | $75M | Buy |
897,632
+6,396
| +0.7% | +$535K | 1.51% | 16 |
|
|
2022
Q3 | $69.9M | Sell |
891,236
-11,502
| -1% | -$902K | 1.5% | 18 |
|
|
2022
Q2 | $69.9M | Buy |
902,738
+7,460
| +0.8% | +$578K | 1.42% | 18 |
|
|
2022
Q1 | $75.8M | Buy |
895,278
+24,766
| +3% | +$2.1M | 1.33% | 20 |
|
|
2021
Q4 | $81.3M | Sell |
870,512
-2,135
| -0.2% | -$199K | 1.38% | 20 |
|
|
2021
Q3 | $68.5M | Buy |
872,647
+7,731
| +0.9% | +$607K | 1.31% | 23 |
|
|
2021
Q2 | $63.4M | Buy |
864,916
+27,431
| +3% | +$2.01M | 1.21% | 25 |
|
|
2021
Q1 | $63.3M | Buy |
837,485
+30,341
| +4% | +$2.29M | 1.27% | 21 |
|
|
2020
Q4 | $62.3M | Buy |
807,144
+611,275
| +312% | +$47.2M | 1.33% | 20 |
|
|
2020
Q3 | $54.4M | Buy |
195,869
+7,299
| +4% | +$2.03M | 1.28% | 22 |
|
|
2020
Q2 | $45.3M | Buy |
188,570
+33,664
| +22% | +$8.09M | 1.18% | 25 |
|
|
2020
Q1 | $37.3M | Buy |
154,906
+74,033
| +92% | +$17.8M | 1.13% | 27 |
|
|
2019
Q4 | $19.6M | Buy |
80,873
+37,700
| +87% | +$9.13M | 0.48% | 60 |
|
|
2019
Q3 | $10.1M | Buy |
43,173
+39,392
| +1,042% | +$9.18M | 0.26% | 91 |
|
|
2019
Q2 | $775K | Sell |
3,781
-53
| -1% | -$10.9K | 0.03% | 181 |
|
|
2019
Q1 | $741K | Buy |
3,834
+30
| +0.8% | +$5.8K | 0.03% | 183 |
|
|
2018
Q4 | $661K | Buy |
3,804
+640
| +20% | +$111K | 0.03% | 183 |
|
|
2018
Q3 | $530K | Sell |
3,164
-241
| -7% | -$40.4K | 0.02% | 201 |
|
|
2018
Q2 | $569K | Buy |
3,405
+438
| +15% | +$73.2K | 0.02% | 194 |
|
|
2018
Q1 | $485K | Buy |
+2,967
| New | +$485K | 0.02% | 199 |
|