Gladstone Institutional Advisory’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 | $3.52M | Sell |
50,702
-1,681
| -3% | -$117K | 0.15% | 159 |
|
|
2025
Q1 | $3.71M | Buy |
52,383
+2,899
| +6% | +$206K | 0.17% | 140 |
|
|
2024
Q4 | $3.55M | Buy |
49,484
+2,998
| +6% | +$215K | 0.16% | 149 |
|
|
2024
Q3 | $3.93M | Sell |
46,486
-11,840
| -20% | -$1M | 0.19% | 129 |
|
|
2024
Q2 | $4.13M | Sell |
58,326
-1,914
| -3% | -$136K | 0.22% | 126 |
|
|
2024
Q1 | $3.85M | Sell |
60,240
-21,473
| -26% | -$1.37M | 0.21% | 130 |
|
|
2023
Q4 | $4.96M | Buy |
81,713
+175
| +0.2% | +$10.6K | 0.28% | 94 |
|
|
2023
Q3 | $4.67M | Sell |
81,538
-43,668
| -35% | -$2.5M | 0.3% | 80 |
|
|
2023
Q2 | $9.29M | Buy |
125,206
+13,097
| +12% | +$972K | 0.57% | 32 |
|
|
2023
Q1 | $8.64M | Buy |
112,109
+62,513
| +126% | +$4.82M | 0.56% | 33 |
|
|
2022
Q4 | $4.15M | Sell |
49,596
-14,405
| -23% | -$1.2M | 0.29% | 100 |
|
|
2022
Q3 | $5.02M | Buy |
64,001
+18,977
| +42% | +$1.49M | 0.39% | 56 |
|
|
2022
Q2 | $3.49M | Sell |
45,024
-19,344
| -30% | -$1.5M | 0.28% | 88 |
|
|
2022
Q1 | $5.45M | Buy |
64,368
+14,600
| +29% | +$1.24M | 0.37% | 60 |
|
|
2021
Q4 | $4.65M | Buy |
49,768
+8,878
| +22% | +$829K | 0.36% | 77 |
|
|
2021
Q3 | $3.21M | Buy |
40,890
+27,327
| +201% | +$2.15M | 0.31% | 84 |
|
|
2021
Q2 | $994K | Buy |
13,563
+4,919
| +57% | +$361K | 0.12% | 189 |
|
|
2021
Q1 | $654K | Buy |
8,644
+5,362
| +163% | +$406K | 0.1% | 200 |
|
|
2020
Q4 | $253K | Sell |
3,282
-50
| -2% | -$3.85K | 0.05% | 255 |
|
|
2020
Q3 | $231K | Buy |
+3,332
| New | +$231K | 0.06% | 237 |
|
|
2020
Q2 | – | Sell |
-4,376
| Closed | -$263K | – | 282 |
|
|
2020
Q1 | $263K | Sell |
4,376
-308
| -7% | -$18.5K | 0.07% | 212 |
|
|
2019
Q4 | $283K | Sell |
4,684
-188
| -4% | -$11.4K | 0.07% | 198 |
|
|
2019
Q3 | $284K | Buy |
+4,872
| New | +$284K | 0.07% | 216 |
|