GHP Investment 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
Q2 | $313K | Buy |
4,515
+3,700
| +454% | +$257K | 0.01% | 338 |
|
|
2025
Q1 | $57.8K | Sell |
815
-308
| -27% | -$21.8K | ﹤0.01% | 490 |
|
|
2024
Q4 | $80.5K | Buy |
1,123
+21
| +2% | +$1.51K | ﹤0.01% | 454 |
|
|
2024
Q3 | $93.2K | Buy |
1,102
+416
| +61% | +$35.2K | ﹤0.01% | 445 |
|
|
2024
Q2 | $48.6K | Buy |
686
+471
| +219% | +$33.4K | ﹤0.01% | 506 |
|
|
2024
Q1 | $13.7K | Hold |
215
| – | – | ﹤0.01% | 625 |
|
|
2023
Q4 | $13.1K | Sell |
215
-106
| -33% | -$6.44K | ﹤0.01% | 623 |
|
|
2023
Q3 | $17.5K | Buy |
321
+106
| +49% | +$5.78K | ﹤0.01% | 614 |
|
|
2023
Q2 | $14.8K | Sell |
215
-2,857
| -93% | -$197K | ﹤0.01% | 626 |
|
|
2023
Q1 | $237K | Hold |
3,072
| – | – | 0.02% | 353 |
|
|
2022
Q4 | $257K | Buy |
3,072
+2,857
| +1,329% | +$239K | 0.02% | 348 |
|
|
2022
Q3 | $17K | Hold |
215
| – | – | ﹤0.01% | 596 |
|
|
2022
Q2 | $17K | Hold |
215
| – | – | ﹤0.01% | 604 |
|
|
2022
Q1 | $18K | Buy |
+215
| New | +$18K | ﹤0.01% | 626 |
|