GPA
Garrison Point Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.96M | Sell |
28,253
-525
| -2% | -$36.4K | 0.9% | 28 |
|
2025
Q1 | $2.04M | Sell |
28,778
-520
| -2% | -$36.9K | 0.99% | 21 |
|
2024
Q4 | $2.1M | Buy |
29,298
+20
| +0.1% | +$1.43K | 1% | 22 |
|
2024
Q3 | $2.47M | Sell |
29,278
-200
| -0.7% | -$16.9K | 1.53% | 14 |
|
2024
Q2 | $2.09M | Sell |
29,478
-1,198
| -4% | -$84.8K | 1.38% | 16 |
|
2024
Q1 | $1.96M | Sell |
30,676
-60
| -0.2% | -$3.84K | 1.26% | 18 |
|
2023
Q4 | $1.87M | Sell |
30,736
-260
| -0.8% | -$15.8K | 1.32% | 18 |
|
2023
Q3 | $1.78M | Sell |
30,996
-100
| -0.3% | -$5.73K | 1.37% | 18 |
|
2023
Q2 | $2.31M | Sell |
31,096
-168
| -0.5% | -$12.5K | 1.66% | 13 |
|
2023
Q1 | $2.41M | Sell |
31,264
-40
| -0.1% | -$3.08K | 1.81% | 10 |
|
2022
Q4 | $2.62M | Sell |
31,304
-260
| -0.8% | -$21.7K | 2.14% | 7 |
|
2022
Q3 | $2.48M | Sell |
31,564
-400
| -1% | -$31.4K | 2.21% | 5 |
|
2022
Q2 | $2.48M | Hold |
31,964
| – | – | 2.06% | 5 |
|
2022
Q1 | $2.71M | Hold |
31,964
| – | – | 1.89% | 10 |
|
2021
Q4 | $2.98M | Buy |
31,964
+2,050
| +7% | +$191K | 1.98% | 8 |
|
2021
Q3 | $2.35M | Buy |
29,914
+265
| +0.9% | +$20.8K | 1.71% | 13 |
|
2021
Q2 | $2.17M | Sell |
29,649
-115
| -0.4% | -$8.43K | 1.57% | 14 |
|
2021
Q1 | $2.25M | Sell |
29,764
-95
| -0.3% | -$7.18K | 1.75% | 11 |
|
2020
Q4 | $2.3M | Buy |
29,859
+22,488
| +305% | +$1.74M | 1.85% | 9 |
|
2020
Q3 | $2.05M | Sell |
7,371
-63
| -0.8% | -$17.5K | 1.86% | 12 |
|
2020
Q2 | $1.79M | Sell |
7,434
-15
| -0.2% | -$3.6K | 1.77% | 12 |
|
2020
Q1 | $1.79M | Sell |
7,449
-115
| -2% | -$27.7K | 2.19% | 8 |
|
2019
Q4 | $1.83M | Buy |
7,564
+140
| +2% | +$33.9K | 1.68% | 12 |
|
2019
Q3 | $1.73M | Buy |
7,424
+115
| +2% | +$26.8K | 1.71% | 11 |
|
2019
Q2 | $1.5M | Sell |
7,309
-210
| -3% | -$43K | 1.5% | 17 |
|
2019
Q1 | $1.45M | Buy |
7,519
+52
| +0.7% | +$10.1K | 1.52% | 18 |
|
2018
Q4 | $1.3M | Buy |
+7,467
| New | +$1.3M | 1.6% | 15 |
|