GWS
Glassman Wealth Services’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,324
| Closed | -$384K | – | 1224 |
|
|
2023
Q4 | $384K | Buy |
6,324
+238
| +4% | +$14.5K | 0.05% | 106 |
|
|
2023
Q3 | $349K | Sell |
6,086
-1,187
| -16% | -$68K | 0.06% | 102 |
|
|
2023
Q2 | $540K | Buy |
7,273
+408
| +6% | +$30.3K | 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% | +$245K | 0.1% | 75 |
|
|
2022
Q3 | $279K | Buy |
3,553
+329
| +10% | +$25.8K | 0.06% | 110 |
|
|
2022
Q2 | $250K | Buy |
3,224
+42
| +1% | +$3.26K | 0.05% | 130 |
|
|
2022
Q1 | $270K | Buy |
3,182
+105
| +3% | +$8.91K | 0.05% | 136 |
|
|
2021
Q4 | $287K | Buy |
3,077
+463
| +18% | +$43.2K | 0.05% | 119 |
|
|
2021
Q3 | $205K | Buy |
2,614
+337
| +15% | +$26.4K | 0.04% | 145 |
|
|
2021
Q2 | $167K | Sell |
2,277
-57
| -2% | -$4.18K | 0.03% | 165 |
|
|
2021
Q1 | $176K | Sell |
2,334
-94
| -4% | -$7.09K | 0.04% | 156 |
|
|
2020
Q4 | $187K | Buy |
2,428
+1,946
| +404% | +$150K | 0.04% | 144 |
|
|
2020
Q3 | $134K | Sell |
482
-136
| -22% | -$37.8K | 0.04% | 157 |
|
|
2020
Q2 | $148K | Buy |
618
+43
| +7% | +$10.3K | 0.05% | 135 |
|
|
2020
Q1 | $138K | Sell |
575
-163
| -22% | -$39.1K | 0.05% | 130 |
|
|
2019
Q4 | $179K | Buy |
738
+68
| +10% | +$16.5K | 0.07% | 129 |
|
|
2019
Q3 | $156K | Buy |
670
+12
| +2% | +$2.79K | 0.06% | 124 |
|
|
2019
Q2 | $135K | Buy |
658
+314
| +91% | +$64.4K | 0.05% | 138 |
|
|
2019
Q1 | $67K | Buy |
344
+132
| +62% | +$25.7K | 0.03% | 203 |
|
|
2018
Q4 | $37K | Hold |
212
| – | – | 0.02% | 224 |
|
|
2018
Q3 | $36K | Sell |
212
-8
| -4% | -$1.36K | 0.02% | 247 |
|
|
2018
Q2 | $37K | Sell |
220
-3
| -1% | -$505 | 0.02% | 223 |
|
|
2018
Q1 | $36K | Sell |
223
-6
| -3% | -$969 | 0.02% | 211 |
|
|
2017
Q4 | $36K | Buy |
229
+34
| +17% | +$5.35K | 0.02% | 187 |
|
|
2017
Q3 | $29K | Hold |
195
| – | – | 0.02% | 194 |
|
|
2017
Q2 | $27K | Buy |
195
+175
| +875% | +$24.2K | 0.02% | 202 |
|
|
2017
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 430 |
|
|
2016
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 510 |
|