Halbert Hargrove Global Advisors’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 | $41.8K | Buy |
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|
2025
Q2 | $2.99K | Sell |
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|
2025
Q1 | $9.14K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $373K | Buy |
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|
2022
Q4 | $398K | Buy |
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|
2022
Q3 | $355K | Buy |
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|
2022
Q2 | $318K | Buy |
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|
2022
Q1 | $321K | Buy |
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|
2021
Q4 | $341K | Buy |
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|
2021
Q3 | $238K | Buy |
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|
2021
Q2 | $221K | Sell |
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|
2021
Q1 | $232K | Buy |
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|
2020
Q4 | $234K | Sell |
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|
2020
Q3 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Sell |
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|
2019
Q3 | $210K | Buy |
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