Glassy Mountain 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 | $254K | Hold |
3,660
| – | – | 0.08% | 56 |
|
|
2025
Q1 | $259K | Hold |
3,660
| – | – | 0.09% | 54 |
|
|
2024
Q4 | $262K | Hold |
3,660
| – | – | 0.09% | 53 |
|
|
2024
Q3 | $309K | Hold |
3,660
| – | – | 0.11% | 53 |
|
|
2024
Q2 | $259K | Hold |
3,660
| – | – | 0.1% | 50 |
|
|
2024
Q1 | $234K | Hold |
3,660
| – | – | 0.09% | 52 |
|
|
2023
Q4 | $222K | Buy |
+3,660
| New | +$222K | 0.09% | 53 |
|
|
2023
Q3 | – | Sell |
-3,660
| Closed | -$272K | – | 58 |
|
|
2023
Q2 | $272K | Buy |
+3,660
| New | +$272K | 0.12% | 53 |
|
|
2023
Q1 | – | Sell |
-11,276
| Closed | -$943K | – | 159 |
|
|
2022
Q4 | $943K | Buy |
+11,276
| New | +$943K | 0.52% | 45 |
|
|
2022
Q2 | $921K | Hold |
11,892
| – | – | 0.55% | 46 |
|
|
2022
Q1 | $1.01M | Hold |
11,892
| – | – | 0.52% | 46 |
|
|
2021
Q4 | $1.11M | Buy |
+11,892
| New | +$1.11M | 0.57% | 44 |
|