GA
Geller Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $318K | Buy |
4,433
+10
| +0.2% | +$717 | 0.02% | 190 |
|
|
2024
Q3 | $374K | Buy |
4,423
+295
| +7% | +$24.9K | 0.03% | 174 |
|
|
2024
Q2 | $292K | Buy |
4,128
+108
| +3% | +$7.65K | 0.02% | 209 |
|
|
2024
Q1 | $257K | Buy |
4,020
+626
| +18% | +$40K | 0.02% | 229 |
|
|
2023
Q4 | $206K | Sell |
3,394
-352
| -9% | -$21.4K | 0.02% | 260 |
|
|
2023
Q3 | $215K | Sell |
3,746
-210
| -5% | -$12K | 0.02% | 233 |
|
|
2023
Q2 | $294K | Sell |
3,956
-762
| -16% | -$56.5K | 0.04% | 188 |
|
|
2023
Q1 | $364K | Buy |
4,718
+1,086
| +30% | +$83.7K | 0.05% | 99 |
|
|
2022
Q4 | $304K | Buy |
3,632
+876
| +32% | +$73.2K | 0.05% | 94 |
|
|
2022
Q3 | $216K | Buy |
+2,756
| New | +$216K | 0.05% | 120 |
|
|
2022
Q2 | – | Sell |
-2,539
| Closed | -$215K | – | 161 |
|
|
2022
Q1 | $215K | Buy |
2,539
+93
| +4% | +$7.88K | 0.04% | 154 |
|
|
2021
Q4 | $228K | Buy |
+2,446
| New | +$228K | 0.04% | 157 |
|