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