GGM Wealth Advisors’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
Q1 | $231K | Buy |
3,484
+1
| +0% | +$66 | 0.13% | 119 |
|
|
2024
Q4 | $250K | Sell |
3,483
-4,897
| -58% | -$351K | 0.13% | 119 |
|
|
2024
Q3 | $708K | Buy |
8,380
+143
| +2% | +$12.1K | 0.31% | 60 |
|
|
2024
Q2 | $583K | Buy |
8,237
+35
| +0.4% | +$2.48K | 0.27% | 66 |
|
|
2024
Q1 | $536K | Sell |
8,202
-4,826
| -37% | -$316K | 0.25% | 70 |
|
|
2023
Q4 | $762K | Buy |
13,028
+3,357
| +35% | +$196K | 0.32% | 61 |
|
|
2023
Q3 | $554K | Buy |
9,671
+1,112
| +13% | +$63.7K | 0.24% | 75 |
|
|
2023
Q2 | $618K | Buy |
+8,559
| New | +$618K | 0.25% | 72 |
|
|
2023
Q1 | – | Sell |
-8,529
| Closed | -$713K | – | 107 |
|
|
2022
Q4 | $713K | Buy |
8,529
+21
| +0.2% | +$1.76K | 0.37% | 55 |
|
|
2022
Q3 | $645K | Buy |
8,508
+4,546
| +115% | +$345K | 0.35% | 59 |
|
|
2022
Q2 | $316K | Buy |
3,962
+402
| +11% | +$32.1K | 0.18% | 99 |
|
|
2022
Q1 | $291K | Buy |
+3,560
| New | +$291K | 0.15% | 113 |
|