GFPC
Global Financial Private Client’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,557
| Closed | -$181K | – | 1109 |
|
|
2025
Q1 | $181K | Sell |
2,557
-184
| -7% | -$13K | 0.07% | 208 |
|
|
2024
Q4 | $197K | Sell |
2,741
-156
| -5% | -$11.2K | 0.07% | 203 |
|
|
2024
Q3 | $245K | Buy |
2,897
+568
| +24% | +$48K | 0.1% | 184 |
|
|
2024
Q2 | $165K | Hold |
2,329
| – | – | 0.07% | 196 |
|
|
2024
Q1 | $148K | Buy |
2,329
+721
| +45% | +$45.7K | 0.06% | 200 |
|
|
2023
Q4 | $97.7K | Sell |
1,608
-2,074
| -56% | -$126K | 0.05% | 231 |
|
|
2023
Q3 | $192K | Sell |
3,682
-1,219
| -25% | -$63.6K | 0.1% | 166 |
|
|
2023
Q2 | $365K | Sell |
4,901
-38
| -0.8% | -$2.83K | 0.18% | 130 |
|
|
2023
Q1 | $379K | Hold |
4,939
| – | – | 0.2% | 113 |
|
|
2022
Q4 | $413K | Buy |
4,939
+91
| +2% | +$7.61K | 0.23% | 93 |
|
|
2022
Q3 | $394K | Buy |
4,848
+478
| +11% | +$38.8K | 0.23% | 100 |
|
|
2022
Q2 | $352K | Buy |
4,370
+1,561
| +56% | +$126K | 0.2% | 102 |
|
|
2022
Q1 | $241K | Buy |
2,809
+176
| +7% | +$15.1K | 0.12% | 135 |
|
|
2021
Q4 | $246K | Buy |
2,633
+710
| +37% | +$66.3K | 0.12% | 135 |
|
|
2021
Q3 | $152K | Buy |
1,923
+318
| +20% | +$25.2K | 0.08% | 152 |
|
|
2021
Q2 | $119K | Buy |
1,605
+861
| +116% | +$63.9K | 0.07% | 154 |
|
|
2021
Q1 | $56.4K | Buy |
744
+24
| +3% | +$1.82K | 0.04% | 197 |
|
|
2020
Q4 | $55.5K | Buy |
720
+547
| +316% | +$42.2K | 0.04% | 187 |
|
|
2020
Q3 | $48.9K | Sell |
173
-39
| -18% | -$11K | 0.04% | 192 |
|
|
2020
Q2 | $52.2K | Sell |
212
-133
| -39% | -$32.8K | 0.05% | 200 |
|
|
2020
Q1 | $75.3K | Hold |
345
| – | – | 0.08% | 169 |
|
|
2019
Q4 | $83.5K | Buy |
+345
| New | +$83.5K | 0.07% | 187 |
|