GAM
Gemmer Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Sell |
5,444
-350
| -6% | -$24.3K | 0.03% | 114 |
|
|
2025
Q1 | $411K | Buy |
5,794
+216
| +4% | +$15.3K | 0.04% | 106 |
|
|
2024
Q4 | $400K | Buy |
+5,578
| New | +$400K | 0.04% | 103 |
|
|
2022
Q2 | – | Sell |
-842
| Closed | -$71K | – | 774 |
|
|
2022
Q1 | $71K | Sell |
842
-200
| -19% | -$16.9K | 0.01% | 206 |
|
|
2021
Q4 | $97K | Hold |
1,042
| – | – | 0.01% | 182 |
|
|
2021
Q3 | $82K | Hold |
1,042
| – | – | 0.01% | 177 |
|
|
2021
Q2 | $76K | Buy |
1,042
+34
| +3% | +$2.48K | 0.01% | 210 |
|
|
2021
Q1 | $76K | Hold |
1,008
| – | – | 0.01% | 194 |
|
|
2020
Q4 | $78K | Buy |
1,008
+756
| +300% | +$58.5K | 0.01% | 170 |
|
|
2020
Q3 | $70K | Hold |
252
| – | – | 0.01% | 163 |
|
|
2020
Q2 | $61K | Hold |
252
| – | – | 0.01% | 180 |
|
|
2020
Q1 | $61K | Hold |
252
| – | – | 0.02% | 158 |
|
|
2019
Q4 | $61K | Sell |
252
-34
| -12% | -$8.23K | 0.01% | 174 |
|
|
2019
Q3 | $67K | Hold |
286
| – | – | 0.02% | 163 |
|
|
2019
Q2 | $59K | Hold |
286
| – | – | 0.02% | 172 |
|
|
2019
Q1 | $55K | Hold |
286
| – | – | 0.02% | 185 |
|
|
2018
Q4 | $50K | Hold |
286
| – | – | 0.02% | 176 |
|
|
2018
Q3 | $48K | Hold |
286
| – | – | 0.01% | 186 |
|
|
2018
Q2 | $48K | Hold |
286
| – | – | 0.02% | 189 |
|
|
2018
Q1 | $47K | Hold |
286
| – | – | 0.02% | 194 |
|
|
2017
Q4 | $45K | Hold |
286
| – | – | 0.02% | 204 |
|
|
2017
Q3 | $42K | Hold |
286
| – | – | 0.02% | 202 |
|
|
2017
Q2 | $40K | Hold |
286
| – | – | 0.02% | 212 |
|
|
2017
Q1 | $37K | Hold |
286
| – | – | 0.02% | 207 |
|
|
2016
Q4 | $34K | Hold |
286
| – | – | 0.02% | 209 |
|
|
2016
Q3 | $35K | Hold |
286
| – | – | 0.02% | 213 |
|
|
2016
Q2 | $37K | Hold |
286
| – | – | 0.02% | 195 |
|
|
2016
Q1 | $33K | Hold |
286
| – | – | 0.02% | 216 |
|
|
2015
Q4 | $30K | Hold |
286
| – | – | 0.02% | 219 |
|
|
2015
Q3 | $28K | Buy |
+286
| New | +$28K | 0.02% | 240 |
|
|
2014
Q3 | – | Sell |
-286
| Closed | -$29K | – | 1457 |
|
|
2014
Q2 | $29K | Hold |
286
| – | – | 0.02% | 241 |
|
|
2014
Q1 | $27K | Buy |
+286
| New | +$27K | 0.02% | 244 |
|