Global Trust Asset Management’s NextEra Energy NEE Stock Holding History

Global Trust Asset Management’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.61M	Buy	60,377 +1,353	+2%	+$120K	2.14%	10
2025 Q4	$4.74M	Buy	59,024 +14,601	+33%	+$1.21M	1.87%	13
2025 Q3	$3.35M	Buy	44,423 +788	+2%	+$57.6K	1.52%	13
2025 Q2	$3.03M	Buy	43,635 +1,219	+3%	+$84.7K	1.62%	13
2025 Q1	$3.01M	Sell	42,416 -9,004	-18%	-$636K	1.83%	12
2024 Q4	$3.69M	Sell	51,420 -3,311	-6%	-$257K	1.4%	14
2024 Q3	$4.63M	Buy	54,731 +3,027	+6%	+$236K	1.71%	10
2024 Q2	$3.66M	Buy	51,704 +168	+0.3%	+$11.9K	1.48%	12
2024 Q1	$3.29M	Sell	51,536 -1,008	-2%	-$59.1K	1.35%	15
2023 Q4	$3.19M	Sell	52,544 -127	-0.2%	-$7.24K	1.4%	13
2023 Q3	$3.02M	Sell	52,671 -347	-0.7%	-$24K	1.44%	13
2023 Q2	$3.93M	Sell	53,018 -63	-0.1%	-$4.77K	1.77%	10
2023 Q1	$4.09M	Buy	53,081 +1,065	+2%	+$81.9K	1.95%	10
2022 Q4	$4.35M	Buy	52,016 +1,596	+3%	+$129K	2.2%	6
2022 Q3	$3.95M	Sell	50,420 -3,680	-7%	-$312K	2.06%	9
2022 Q2	$4.19M	Sell	54,100 -15,430	-22%	-$1.17M	2.06%	7
2022 Q1	$5.89M	Buy	69,530 +3,215	+5%	+$258K	2.45%	5
2021 Q4	$6.19M	Sell	66,315 -4,288	-6%	-$371K	2.44%	6
2021 Q3	$5.54M	Buy	70,603 +6,331	+10%	+$511K	2.48%	6
2021 Q2	$4.71M	Buy	64,272 +1,745	+3%	+$131K	2.24%	5
2021 Q1	$4.73M	Sell	62,527 -960	-2%	-$74.9K	2.61%	4
2020 Q4	$4.9M	Sell	63,487 -4,337	-6%	-$324K	2.69%	4
2020 Q3	$4.79M	Buy	67,824 +3,680	+6%	+$254K	3.06%	4
2020 Q2	$3.85M	Hold	64,144	–	–	2.69%	5
2020 Q1	$3.94M	Buy	64,144 +3,876	+6%	+$244K	3.08%	4
2019 Q4	$3.65M	Sell	60,268 -60	-0.1%	-$3.5K	2.2%	6
2019 Q3	$3.51M	Hold	60,328	–	–	2.33%	5
2019 Q2	$3.09M	Hold	60,328	–	–	2.07%	6
2019 Q1	$2.92M	Sell	60,328 -192	-0.3%	-$8.78K	2.16%	5
2018 Q4	$2.63M	Sell	60,520 -100	-0.2%	-$4.37K	2.34%	6
2018 Q3	$2.54M	Sell	60,620 -6,000	-9%	-$255K	1.76%	12
2018 Q2	$2.78M	Buy	66,620 +6,572	+11%	+$265K	2.09%	6
2018 Q1	$2.45M	Hold	60,048	–	–	1.93%	9
2017 Q4	$2.35M	Buy	+60,048	New	+$2.32M	1.67%	11