Glassman Wealth Services’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,324
| Closed | -$384K | – | 1220 |
|
|
2023
Q4 | $384K | Buy |
6,324
+238
| +4% | +$13.6K | 0.05% | 106 |
|
|
2023
Q3 | $349K | Sell |
6,086
-1,187
| -16% | -$82.2K | 0.06% | 102 |
|
|
2023
Q2 | $540K | Buy |
7,273
+408
| +6% | +$30.9K | 0.09% | 72 |
|
|
2023
Q1 | $529K | Buy |
6,865
+378
| +6% | +$29.1K | 0.09% | 70 |
|
|
2022
Q4 | $542K | Buy |
6,487
+2,934
| +83% | +$237K | 0.1% | 75 |
|
|
2022
Q3 | $279K | Buy |
3,553
+329
| +10% | +$27.9K | 0.06% | 110 |
|
|
2022
Q2 | $250K | Buy |
3,224
+42
| +1% | +$3.2K | 0.05% | 130 |
|
|
2022
Q1 | $270K | Buy |
3,182
+105
| +3% | +$8.41K | 0.05% | 136 |
|
|
2021
Q4 | $287K | Buy |
3,077
+463
| +18% | +$40K | 0.05% | 119 |
|
|
2021
Q3 | $205K | Buy |
2,614
+337
| +15% | +$27.2K | 0.04% | 145 |
|
|
2021
Q2 | $167K | Sell |
2,277
-57
| -2% | -$4.28K | 0.03% | 165 |
|
|
2021
Q1 | $176K | Sell |
2,334
-94
| -4% | -$7.34K | 0.04% | 156 |
|
|
2020
Q4 | $187K | Buy |
2,428
+500
| +26% | +$37.4K | 0.04% | 144 |
|
|
2020
Q3 | $134K | Sell |
1,928
-544
| -22% | -$37.6K | 0.04% | 157 |
|
|
2020
Q2 | $148K | Buy |
2,472
+172
| +7% | +$10.3K | 0.05% | 135 |
|
|
2020
Q1 | $138K | Sell |
2,300
-652
| -22% | -$41K | 0.05% | 130 |
|
|
2019
Q4 | $179K | Buy |
2,952
+272
| +10% | +$15.9K | 0.07% | 129 |
|
|
2019
Q3 | $156K | Buy |
2,680
+48
| +2% | +$2.6K | 0.06% | 124 |
|
|
2019
Q2 | $135K | Buy |
2,632
+1,256
| +91% | +$61.8K | 0.05% | 138 |
|
|
2019
Q1 | $67K | Buy |
1,376
+528
| +62% | +$24.1K | 0.03% | 203 |
|
|
2018
Q4 | $37K | Hold |
848
| – | – | 0.02% | 224 |
|
|
2018
Q3 | $36K | Sell |
848
-32
| -4% | -$1.36K | 0.02% | 247 |
|
|
2018
Q2 | $37K | Sell |
880
-12
| -1% | -$485 | 0.02% | 223 |
|
|
2018
Q1 | $36K | Sell |
892
-24
| -3% | -$925 | 0.02% | 211 |
|
|
2017
Q4 | $36K | Buy |
916
+136
| +17% | +$5.25K | 0.02% | 187 |
|
|
2017
Q3 | $29K | Hold |
780
| – | – | 0.02% | 194 |
|
|
2017
Q2 | $27K | Buy |
780
+700
| +875% | +$23.9K | 0.02% | 202 |
|
|
2017
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 430 |
|
|
2016
Q4 | $2K | Buy |
+80
| New | +$2.39K | ﹤0.01% | 510 |
|
Other funds holding NEE
Glassman Wealth Services's NEE Position: Q1 2024 in Review
Glassman Wealth Services sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 6,324 shares — an estimated $384K sold.
Glassman Wealth Services first reported a position in NEE in Q4 2016 and held it in 29 quarters. The position peaked at $542K in Q4 2022. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.
- Glassman Wealth Services reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
- Glassman Wealth Services sold 6,324 NextEra Energy shares in Q1 2024, an estimated $384K.
- Glassman Wealth Services first reported a position in NextEra Energy in Q4 2016 and held it in 29 quarters.
- Glassman Wealth Services's NextEra Energy position peaked at $542K in Q4 2022.
- 2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.
Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.