GTAM
Global Trust Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
43,635
+1,219
| +3% | +$84.6K | 1.62% | 13 |
|
|
2025
Q1 | $3.01M | Sell |
42,416
-9,004
| -18% | -$638K | 1.83% | 12 |
|
|
2024
Q4 | $3.69M | Sell |
51,420
-3,311
| -6% | -$237K | 1.4% | 14 |
|
|
2024
Q3 | $4.63M | Buy |
54,731
+3,027
| +6% | +$256K | 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% | -$64.4K | 1.35% | 15 |
|
|
2023
Q4 | $3.19M | Sell |
52,544
-127
| -0.2% | -$7.71K | 1.4% | 13 |
|
|
2023
Q3 | $3.02M | Sell |
52,671
-347
| -0.7% | -$19.9K | 1.44% | 13 |
|
|
2023
Q2 | $3.93M | Sell |
53,018
-63
| -0.1% | -$4.67K | 1.77% | 10 |
|
|
2023
Q1 | $4.09M | Buy |
53,081
+1,065
| +2% | +$82.1K | 1.95% | 10 |
|
|
2022
Q4 | $4.35M | Buy |
52,016
+1,596
| +3% | +$133K | 2.2% | 6 |
|
|
2022
Q3 | $3.95M | Sell |
50,420
-3,680
| -7% | -$289K | 2.06% | 9 |
|
|
2022
Q2 | $4.19M | Sell |
54,100
-15,430
| -22% | -$1.2M | 2.06% | 7 |
|
|
2022
Q1 | $5.89M | Buy |
69,530
+3,215
| +5% | +$272K | 2.45% | 5 |
|
|
2021
Q4 | $6.19M | Sell |
66,315
-4,288
| -6% | -$400K | 2.44% | 6 |
|
|
2021
Q3 | $5.54M | Buy |
70,603
+6,331
| +10% | +$497K | 2.48% | 6 |
|
|
2021
Q2 | $4.71M | Buy |
64,272
+1,745
| +3% | +$128K | 2.24% | 5 |
|
|
2021
Q1 | $4.73M | Sell |
62,527
-960
| -2% | -$72.6K | 2.61% | 4 |
|
|
2020
Q4 | $4.9M | Buy |
63,487
+46,531
| +274% | +$3.59M | 2.69% | 4 |
|
|
2020
Q3 | $4.79M | Buy |
16,956
+920
| +6% | +$260K | 3.06% | 4 |
|
|
2020
Q2 | $3.85M | Hold |
16,036
| – | – | 2.69% | 5 |
|
|
2020
Q1 | $3.95M | Buy |
16,036
+969
| +6% | +$238K | 3.08% | 4 |
|
|
2019
Q4 | $3.65M | Sell |
15,067
-15
| -0.1% | -$3.63K | 2.2% | 6 |
|
|
2019
Q3 | $3.51M | Hold |
15,082
| – | – | 2.33% | 5 |
|
|
2019
Q2 | $3.09M | Hold |
15,082
| – | – | 2.07% | 6 |
|
|
2019
Q1 | $2.92M | Sell |
15,082
-48
| -0.3% | -$9.28K | 2.16% | 5 |
|
|
2018
Q4 | $2.63M | Sell |
15,130
-25
| -0.2% | -$4.35K | 2.34% | 6 |
|
|
2018
Q3 | $2.54M | Sell |
15,155
-1,500
| -9% | -$251K | 1.76% | 12 |
|
|
2018
Q2 | $2.78M | Buy |
16,655
+1,643
| +11% | +$274K | 2.09% | 6 |
|
|
2018
Q1 | $2.45M | Hold |
15,012
| – | – | 1.93% | 9 |
|
|
2017
Q4 | $2.35M | Buy |
+15,012
| New | +$2.35M | 1.67% | 11 |
|