Gitterman Wealth 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 | $1.88M | Buy |
27,126
+5,152
| +23% | +$358K | 0.44% | 14 |
|
|
2025
Q1 | $1.56M | Buy |
21,974
+57
| +0.3% | +$4.04K | 0.41% | 14 |
|
|
2024
Q4 | $1.57M | Buy |
21,917
+781
| +4% | +$56K | 0.66% | 13 |
|
|
2024
Q3 | $1.79M | Buy |
21,136
+213
| +1% | +$18K | 0.74% | 10 |
|
|
2024
Q2 | $1.48M | Sell |
20,923
-950
| -4% | -$67.3K | 0.57% | 11 |
|
|
2024
Q1 | $1.4M | Buy |
21,873
+5,407
| +33% | +$346K | 0.54% | 12 |
|
|
2023
Q4 | $1M | Buy |
16,466
+701
| +4% | +$42.6K | 0.45% | 13 |
|
|
2023
Q3 | $903K | Buy |
15,765
+672
| +4% | +$38.5K | 0.43% | 14 |
|
|
2023
Q2 | $1.12M | Buy |
15,093
+1,415
| +10% | +$105K | 0.52% | 12 |
|
|
2023
Q1 | $1.05M | Buy |
13,678
+583
| +4% | +$44.9K | 0.5% | 13 |
|
|
2022
Q4 | $1.09M | Sell |
13,095
-53
| -0.4% | -$4.43K | 0.55% | 12 |
|
|
2022
Q3 | $1.03M | Sell |
13,148
-166
| -1% | -$13K | 1.06% | 12 |
|
|
2022
Q2 | $1.03M | Buy |
13,314
+252
| +2% | +$19.6K | 0.97% | 12 |
|
|
2022
Q1 | $1.11M | Buy |
13,062
+2,435
| +23% | +$206K | 0.89% | 15 |
|
|
2021
Q4 | $992K | Buy |
+10,627
| New | +$992K | 0.74% | 17 |
|