Bartlett & Co’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
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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|
2017
Q4 | $412K | Hold |
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|
2017
Q3 | $387K | Hold |
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|
2017
Q2 | $370K | Buy |
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|
2017
Q1 | $309K | Sell |
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|
2016
Q4 | $307K | Hold |
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|
2016
Q3 | $314K | Sell |
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|
2016
Q2 | $342K | Sell |
|
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|
2016
Q1 | $459K | Sell |
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|
2015
Q4 | $507K | Hold |
|
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|
2015
Q3 | $476K | Sell |
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|
2015
Q2 | $488K | Buy |
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|
2015
Q1 | $517K | Hold |
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|
2014
Q4 | $528K | Buy |
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|
2014
Q3 | $448K | Sell |
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|
2014
Q2 | $551K | Buy |
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|
2014
Q1 | $407K | Sell |
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|
2013
Q4 | $383K | Sell |
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|
2013
Q3 | $360K | Buy |
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|
2013
Q2 | $347K | Buy |
|