Financial Gravity Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $424K | Buy |
+5,981
| New | +$424K | 0.09% | 103 |
|
|
2024
Q2 | $7.93K | Sell |
112
-80
| -42% | -$5.67K | ﹤0.01% | 531 |
|
|
2024
Q1 | $12.3K | Sell |
192
-7
| -4% | -$449 | ﹤0.01% | 677 |
|
|
2023
Q4 | $11.4K | Buy |
199
+5
| +3% | +$287 | ﹤0.01% | 763 |
|
|
2023
Q3 | $11.1K | Buy |
194
+120
| +162% | +$6.87K | ﹤0.01% | 586 |
|
|
2023
Q2 | $9.84K | Sell |
74
-3
| -4% | -$399 | 0.03% | 340 |
|
|
2023
Q1 | $417 | Sell |
77
-7
| -8% | -$38 | 0.01% | 472 |
|
|
2022
Q4 | $18.4K | Sell |
84
-540
| -87% | -$118K | 0.1% | 115 |
|
|
2022
Q3 | $409 | Buy |
624
+8
| +1% | +$5 | 0.01% | 421 |
|
|
2022
Q2 | $404 | Sell |
616
-172
| -22% | -$113 | 0.01% | 413 |
|
|
2022
Q1 | $455 | Sell |
788
-235
| -23% | -$136 | 0.01% | 415 |
|
|
2021
Q4 | $675 | Buy |
1,023
+1,016
| +14,514% | +$670 | 0.02% | 441 |
|
|
2021
Q3 | $79K | Buy |
7
+2
| +40% | +$22.6K | 0.04% | 424 |
|
|
2021
Q2 | $73K | Sell |
5
-7
| -58% | -$102K | 0.03% | 448 |
|
|
2021
Q1 | $904 | Sell |
12
-3
| -20% | -$226 | 0.02% | 318 |
|
|
2020
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 428 |
|
|
2020
Q2 | – | Sell |
-32
| Closed | -$1.95K | – | 576 |
|
|
2020
Q1 | $1.95K | Sell |
32
-220
| -87% | -$13.4K | 0.01% | 405 |
|
|
2019
Q4 | $254K | Sell |
252
-4
| -2% | -$4.03K | 0.18% | 74 |
|
|
2019
Q3 | $15K | Sell |
256
-4
| -2% | -$234 | 0.01% | 520 |
|
|
2019
Q2 | $13K | Sell |
260
-104
| -29% | -$5.2K | 0.01% | 542 |
|
|
2019
Q1 | $17K | Buy |
+364
| New | +$17K | 0.01% | 470 |
|
|
2018
Q3 | $18K | Buy |
420
+4
| +1% | +$171 | 0.02% | 486 |
|
|
2018
Q2 | $18K | Sell |
416
-5,428
| -93% | -$235K | 0.02% | 489 |
|
|
2018
Q1 | $239K | Buy |
+5,844
| New | +$239K | 0.24% | 72 |
|