Berger Financial Group’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
$1.02M Sell
2025
Q2
$984K Sell
2025
Q1
$1.07M Sell
2024
Q4
$1.09M Sell
2024
Q3
$1.29M Sell
2024
Q2
$1.09M Sell
2024
Q1
$1.06M Sell
2023
Q4
$1.33M Sell
2023
Q3
$1.69M Sell
2023
Q2
$2.79M Sell
2023
Q1
$3.05M Sell
2022
Q4
$3.4M Sell
2022
Q3
$3.35M Buy
2022
Q2
$3.23M Sell
2022
Q1
$3.78M Sell
2021
Q4
$4.22M Buy