BHBT
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Burke & Herbert Bank & Trust’s NextEra Energy, Inc. NEE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.48M Sell
21,568
-150
-0.7% -$10.3K 0.33% 87
2025
Q1
$1.54M Hold
21,718
0.37% 77
2024
Q4
$1.56M Hold
21,718
0.37% 75
2024
Q3
$1.84M Sell
21,718
-808
-4% -$68.3K 0.43% 65
2024
Q2
$1.6M Buy
22,526
+10,420
+86% +$738K 0.39% 71
2024
Q1
$774K Sell
12,106
-794
-6% -$50.7K 0.58% 44
2023
Q4
$784K Sell
12,900
-43
-0.3% -$2.61K 0.56% 45
2023
Q3
$742K Sell
12,943
-456
-3% -$26.1K 0.6% 46
2023
Q2
$994K Sell
13,399
-10
-0.1% -$742 0.67% 35
2023
Q1
$1.03M Sell
13,409
-294
-2% -$22.7K 0.76% 36
2022
Q4
$1.15M Hold
13,703
0.85% 31
2022
Q3
$1.08M Sell
13,703
-55
-0.4% -$4.32K 0.89% 30
2022
Q2
$1.07M Sell
13,758
-597
-4% -$46.3K 0.8% 36
2022
Q1
$1.22M Sell
14,355
-662
-4% -$56.1K 0.77% 37
2021
Q4
$1.4M Sell
15,017
-46
-0.3% -$4.3K 0.82% 37
2021
Q3
$1.18M Buy
15,063
+11,471
+319% +$901K 0.76% 43
2021
Q2
$1.11M Sell
3,592
-11,709
-77% -$3.62M 0.71% 44
2021
Q1
$1.16M Sell
15,301
-4,064
-21% -$307K 0.79% 39
2020
Q4
$1.49M Buy
19,365
+14,459
+295% +$1.12M 1.06% 28
2020
Q3
$1.36M Sell
4,906
-11
-0.2% -$3.05K 1.07% 23
2020
Q2
$1.18M Sell
4,917
-240
-5% -$57.6K 1.03% 29
2020
Q1
$1.24M Sell
5,157
-53
-1% -$12.8K 1.26% 21
2019
Q4
$1.26M Buy
5,210
+997
+24% +$241K 0.97% 33
2019
Q3
$981K Hold
4,213
0.87% 36
2019
Q2
$863K Sell
4,213
-118
-3% -$24.2K 0.76% 40
2019
Q1
$837K Sell
4,331
-27
-0.6% -$5.22K 0.74% 42
2018
Q4
$758K Hold
4,358
0.75% 41
2018
Q3
$731K Hold
4,358
0.62% 50
2018
Q2
$728K Sell
4,358
-94
-2% -$15.7K 0.65% 47
2018
Q1
$727K Hold
4,452
0.65% 46
2017
Q4
$695K Sell
4,452
-25
-0.6% -$3.9K 0.6% 50
2017
Q3
$656K Sell
4,477
-442
-9% -$64.8K 0.59% 47
2017
Q2
$689K Hold
4,919
0.63% 46
2017
Q1
$632K Buy
4,919
+574
+13% +$73.7K 0.57% 48
2016
Q4
$588K Sell
4,345
-638
-13% -$86.3K 0.53% 50
2016
Q3
$610K Sell
4,983
-475
-9% -$58.1K 0.55% 46
2016
Q2
$712K Buy
5,458
+237
+5% +$30.9K 0.65% 40
2016
Q1
$617K Hold
5,221
0.6% 42
2015
Q4
$542K Sell
5,221
-150
-3% -$15.6K 0.56% 50
2015
Q3
$524K Buy
5,371
+59
+1% +$5.76K 0.59% 48
2015
Q2
$521K Hold
5,312
0.55% 48
2015
Q1
$553K Hold
5,312
0.6% 44
2014
Q4
$565K Sell
5,312
-177
-3% -$18.8K 0.57% 46
2014
Q3
$515K Hold
5,489
0.5% 49
2014
Q2
$563K Sell
5,489
-300
-5% -$30.8K 0.52% 49
2014
Q1
$553K Buy
5,789
+300
+5% +$28.7K 0.54% 46
2013
Q4
$470K Sell
5,489
-10
-0.2% -$856 0.47% 52
2013
Q3
$441K Sell
5,499
-190
-3% -$15.2K 0.5% 50
2013
Q2
$464K Buy
+5,689
New +$464K 0.54% 45