Glass Jacobson 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 | – | Sell |
-1,897
| Closed | -$136K | – | 735 |
|
|
2025
Q1 | $136K | Hold |
1,897
| – | – | 0.04% | 266 |
|
|
2024
Q4 | $136K | Buy |
1,897
+39
| +2% | +$2.8K | 0.04% | 266 |
|
|
2024
Q3 | $157K | Hold |
1,858
| – | – | 0.05% | 241 |
|
|
2024
Q2 | $132K | Hold |
1,858
| – | – | 0.05% | 244 |
|
|
2024
Q1 | $119K | Hold |
1,858
| – | – | 0.04% | 256 |
|
|
2023
Q4 | $113K | Hold |
1,858
| – | – | 0.05% | 256 |
|
|
2023
Q3 | $106K | Hold |
1,858
| – | – | 0.05% | 251 |
|
|
2023
Q2 | $138K | Buy |
+1,858
| New | +$138K | 0.06% | 222 |
|
|
2022
Q4 | $155K | Buy |
+1,858
| New | +$155K | 0.08% | 218 |
|