GHAM
Gilman Hill 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 | $720K | Buy |
10,366
+125
| +1% | +$8.68K | 0.12% | 127 |
|
|
2025
Q1 | $726K | Sell |
10,241
-435
| -4% | -$30.8K | 0.13% | 121 |
|
|
2024
Q4 | $765K | Buy |
10,676
+185
| +2% | +$13.3K | 0.13% | 120 |
|
|
2024
Q3 | $887K | Sell |
10,491
-2,081
| -17% | -$176K | 0.15% | 116 |
|
|
2024
Q2 | $890K | Buy |
12,572
+2,060
| +20% | +$146K | 0.16% | 108 |
|
|
2024
Q1 | $672K | Sell |
10,512
-308
| -3% | -$19.7K | 0.12% | 120 |
|
|
2023
Q4 | $657K | Sell |
10,820
-672
| -6% | -$40.8K | 0.12% | 123 |
|
|
2023
Q3 | $658K | Hold |
11,492
| – | – | 0.13% | 124 |
|
|
2023
Q2 | $853K | Buy |
11,492
+1,333
| +13% | +$98.9K | 0.16% | 114 |
|
|
2023
Q1 | $783K | Buy |
10,159
+324
| +3% | +$25K | 0.16% | 111 |
|
|
2022
Q4 | $822K | Sell |
9,835
-48
| -0.5% | -$4.01K | 0.17% | 106 |
|
|
2022
Q3 | $775K | Sell |
9,883
-1,162
| -11% | -$91.1K | 0.18% | 111 |
|
|
2022
Q2 | $856K | Sell |
11,045
-316
| -3% | -$24.5K | 0.18% | 105 |
|
|
2022
Q1 | $962K | Buy |
11,361
+1,441
| +15% | +$122K | 0.22% | 101 |
|
|
2021
Q4 | $926K | Buy |
9,920
+395
| +4% | +$36.9K | 0.21% | 109 |
|
|
2021
Q3 | $748K | Sell |
9,525
-200
| -2% | -$15.7K | 0.19% | 111 |
|
|
2021
Q2 | $713K | Buy |
9,725
+150
| +2% | +$11K | 0.18% | 109 |
|
|
2021
Q1 | $724K | Buy |
9,575
+1,043
| +12% | +$78.9K | 0.2% | 111 |
|
|
2020
Q4 | $658K | Buy |
8,532
+6,489
| +318% | +$500K | 0.22% | 102 |
|
|
2020
Q3 | $567K | Buy |
2,043
+425
| +26% | +$118K | 0.22% | 100 |
|
|
2020
Q2 | $389K | Sell |
1,618
-245
| -13% | -$58.9K | 0.16% | 117 |
|
|
2020
Q1 | $448K | Hold |
1,863
| – | – | 0.22% | 106 |
|
|
2019
Q4 | $451K | Sell |
1,863
-375
| -17% | -$90.8K | 0.15% | 122 |
|
|
2019
Q3 | $521K | Hold |
2,238
| – | – | 0.17% | 117 |
|
|
2019
Q2 | $458K | Hold |
2,238
| – | – | 0.15% | 121 |
|
|
2019
Q1 | $433K | Sell |
2,238
-482
| -18% | -$93.3K | 0.15% | 124 |
|
|
2018
Q4 | $473K | Hold |
2,720
| – | – | 0.2% | 117 |
|
|
2018
Q3 | $456K | Buy |
2,720
+300
| +12% | +$50.3K | 0.18% | 115 |
|
|
2018
Q2 | $404K | Buy |
2,420
+125
| +5% | +$20.9K | 0.17% | 116 |
|
|
2018
Q1 | $375K | Buy |
2,295
+875
| +62% | +$143K | 0.16% | 119 |
|
|
2017
Q4 | $222K | Hold |
1,420
| – | – | 0.09% | 152 |
|
|
2017
Q3 | $208K | Buy |
+1,420
| New | +$208K | 0.09% | 153 |
|