GLOBALT Investments’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 | $4.5M | Sell |
64,871
-3,030
| -4% | -$210K | 0.17% | 81 |
|
2025
Q1 | $4.81M | Buy |
67,901
+176
| +0.3% | +$12.5K | 0.2% | 76 |
|
2024
Q4 | $4.86M | Buy |
67,725
+22,345
| +49% | +$1.6M | 0.19% | 74 |
|
2024
Q3 | $3.84M | Buy |
45,380
+5,230
| +13% | +$442K | 0.14% | 85 |
|
2024
Q2 | $2.84M | Buy |
40,150
+1,584
| +4% | +$112K | 0.11% | 101 |
|
2024
Q1 | $2.46M | Sell |
38,566
-1,726
| -4% | -$110K | 0.1% | 107 |
|
2023
Q4 | $2.45M | Buy |
+40,292
| New | +$2.45M | 0.1% | 106 |
|