GAG
GM Advisory Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Sell |
11,848
-2,050
| -15% | -$142K | 0.04% | 158 |
|
|
2025
Q1 | $985K | Sell |
13,898
-705
| -5% | -$50K | 0.05% | 132 |
|
|
2024
Q4 | $1.05M | Sell |
14,603
-1,138
| -7% | -$81.6K | 0.06% | 121 |
|
|
2024
Q3 | $1.33M | Sell |
15,741
-3,120
| -17% | -$264K | 0.08% | 98 |
|
|
2024
Q2 | $1.34M | Buy |
18,861
+41
| +0.2% | +$2.9K | 0.09% | 96 |
|
|
2024
Q1 | $1.2M | Buy |
18,820
+471
| +3% | +$30.1K | 0.08% | 101 |
|
|
2023
Q4 | $1.11M | Buy |
18,349
+6,707
| +58% | +$407K | 0.08% | 86 |
|
|
2023
Q3 | $667K | Buy |
11,642
+2,885
| +33% | +$165K | 0.05% | 103 |
|
|
2023
Q2 | $650K | Sell |
8,757
-252
| -3% | -$18.7K | 0.05% | 104 |
|
|
2023
Q1 | $694K | Buy |
9,009
+47
| +0.5% | +$3.62K | 0.06% | 100 |
|
|
2022
Q4 | $749K | Buy |
8,962
+120
| +1% | +$10K | 0.08% | 88 |
|
|
2022
Q3 | $693K | Buy |
8,842
+229
| +3% | +$17.9K | 0.09% | 86 |
|
|
2022
Q2 | $667K | Sell |
8,613
-526
| -6% | -$40.7K | 0.1% | 92 |
|
|
2022
Q1 | $774K | Buy |
9,139
+178
| +2% | +$15.1K | 0.09% | 102 |
|
|
2021
Q4 | $837K | Buy |
8,961
+498
| +6% | +$46.5K | 0.07% | 104 |
|
|
2021
Q3 | $665K | Hold |
8,463
| – | – | 0.07% | 111 |
|
|
2021
Q2 | $620K | Hold |
8,463
| – | – | 0.06% | 116 |
|
|
2021
Q1 | $640K | Buy |
8,463
+423
| +5% | +$32K | 0.08% | 106 |
|
|
2020
Q4 | $620K | Buy |
8,040
+6,588
| +454% | +$508K | 0.08% | 93 |
|
|
2020
Q3 | $403K | Buy |
1,452
+125
| +9% | +$34.7K | 0.06% | 108 |
|
|
2020
Q2 | $319K | Sell |
1,327
-189
| -12% | -$45.4K | 0.06% | 138 |
|
|
2020
Q1 | $365K | Hold |
1,516
| – | – | 0.1% | 84 |
|
|
2019
Q4 | $367K | Sell |
1,516
-168
| -10% | -$40.7K | 0.11% | 58 |
|
|
2019
Q3 | $392K | Hold |
1,684
| – | – | 0.12% | 65 |
|
|
2019
Q2 | $345K | Sell |
1,684
-75
| -4% | -$15.4K | 0.11% | 72 |
|
|
2019
Q1 | $340K | Buy |
1,759
+75
| +4% | +$14.5K | 0.11% | 73 |
|
|
2018
Q4 | $293K | Hold |
1,684
| – | – | 0.11% | 78 |
|
|
2018
Q3 | $282K | Hold |
1,684
| – | – | 0.09% | 88 |
|
|
2018
Q2 | $281K | Hold |
1,684
| – | – | 0.08% | 91 |
|
|
2018
Q1 | $275K | Sell |
1,684
-90
| -5% | -$14.7K | 0.08% | 96 |
|
|
2017
Q4 | $277K | Buy |
+1,774
| New | +$277K | 0.08% | 100 |
|