Gerber Kawasaki Wealth & Investment 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
Q2 | $2.25M | Sell |
32,370
-1,161
| -3% | -$80.6K | 0.09% | 105 |
|
|
2025
Q1 | $2.38M | Sell |
33,531
-2,722
| -8% | -$193K | 0.11% | 99 |
|
|
2024
Q4 | $2.6M | Buy |
36,253
+1,019
| +3% | +$73.1K | 0.11% | 95 |
|
|
2024
Q3 | $2.98M | Sell |
35,234
-497
| -1% | -$42K | 0.14% | 85 |
|
|
2024
Q2 | $2.53M | Sell |
35,731
-2,342
| -6% | -$166K | 0.13% | 93 |
|
|
2024
Q1 | $2.43M | Sell |
38,073
-20,997
| -36% | -$1.34M | 0.13% | 94 |
|
|
2023
Q4 | $3.59M | Sell |
59,070
-41,543
| -41% | -$2.52M | 0.21% | 75 |
|
|
2023
Q3 | $5.76M | Sell |
100,613
-48,602
| -33% | -$2.78M | 0.39% | 52 |
|
|
2023
Q2 | $11.1M | Sell |
149,215
-6,862
| -4% | -$509K | 0.74% | 34 |
|
|
2023
Q1 | $12M | Sell |
156,077
-5,694
| -4% | -$439K | 0.95% | 29 |
|
|
2022
Q4 | $13.5M | Sell |
161,771
-1,994
| -1% | -$167K | 1.2% | 22 |
|
|
2022
Q3 | $12.9M | Sell |
163,765
-1,422
| -0.9% | -$112K | 1.2% | 22 |
|
|
2022
Q2 | $12.8M | Buy |
165,187
+201
| +0.1% | +$15.6K | 1.21% | 21 |
|
|
2022
Q1 | $14M | Sell |
164,986
-3,273
| -2% | -$277K | 1.14% | 25 |
|
|
2021
Q4 | $15.6M | Buy |
168,259
+167,701
| +30,054% | +$15.6M | 1.24% | 21 |
|
|
2021
Q3 | $558K | Sell |
558
-153,128
| -100% | -$153M | 0.07% | 100 |
|
|
2021
Q2 | $11.3M | Buy |
153,686
+9,313
| +6% | +$682K | 1.15% | 28 |
|
|
2021
Q1 | $10.9M | Buy |
144,373
+9,802
| +7% | +$741K | 1.31% | 25 |
|
|
2020
Q4 | $10.4M | Buy |
134,571
+4,451
| +3% | +$343K | 1.44% | 21 |
|
|
2020
Q3 | $9.03M | Buy |
130,120
+5,692
| +5% | +$395K | 1.93% | 17 |
|
|
2020
Q2 | $7.47M | Sell |
124,428
-2,232
| -2% | -$134K | 1.65% | 21 |
|
|
2020
Q1 | $7.62M | Buy |
126,660
+968
| +0.8% | +$58.2K | 2.16% | 13 |
|
|
2019
Q4 | $7.61M | Sell |
125,692
-4,124
| -3% | -$250K | 1.92% | 16 |
|
|
2019
Q3 | $7.56M | Sell |
129,816
-5,108
| -4% | -$298K | 2.17% | 14 |
|
|
2019
Q2 | $6.91M | Sell |
134,924
-3,496
| -3% | -$179K | 2.01% | 16 |
|
|
2019
Q1 | $6.69M | Sell |
138,420
-264
| -0.2% | -$12.8K | 1.99% | 18 |
|
|
2018
Q4 | $6.03M | Buy |
138,684
+19,820
| +17% | +$861K | 2.12% | 17 |
|
|
2018
Q3 | $4.96M | Buy |
118,864
+60,324
| +103% | +$2.52M | 1.35% | 25 |
|
|
2018
Q2 | $2.47M | Buy |
58,540
+38,668
| +195% | +$1.63M | 0.74% | 34 |
|
|
2018
Q1 | $811K | Buy |
+19,872
| New | +$811K | 0.26% | 52 |
|