Garden State Investment Advisory Services’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
Q2 | $400K | Buy |
5,754
+443
| +8% | +$30.8K | 0.1% | 169 |
|
2025
Q1 | $377K | Sell |
5,311
-74
| -1% | -$5.25K | 0.12% | 157 |
|
2024
Q4 | $386K | Sell |
5,385
-6
| -0.1% | -$431 | 0.12% | 145 |
|
2024
Q3 | $456K | Buy |
5,391
+170
| +3% | +$14.4K | 0.15% | 127 |
|
2024
Q2 | $370K | Sell |
5,221
-58
| -1% | -$4.11K | 0.13% | 140 |
|
2024
Q1 | $336K | Sell |
5,279
-369
| -7% | -$23.5K | 0.12% | 158 |
|
2023
Q4 | $343K | Buy |
+5,648
| New | +$343K | 0.14% | 139 |
|
2023
Q2 | – | Sell |
-3,945
| Closed | -$304K | – | 226 |
|
2023
Q1 | $304K | Buy |
3,945
+9
| +0.2% | +$694 | 0.13% | 133 |
|
2022
Q4 | $329K | Buy |
+3,936
| New | +$329K | 0.2% | 121 |
|