GM Advisory Group’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Sell |
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|
2025
Q1 | $985K | Sell |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $667K | Buy |
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|
2023
Q2 | $650K | Sell |
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|
2023
Q1 | $694K | Buy |
|
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|
2022
Q4 | $749K | Buy |
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|
2022
Q3 | $693K | Buy |
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|
2022
Q2 | $667K | Sell |
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|
2022
Q1 | $774K | Buy |
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|
2021
Q4 | $837K | Buy |
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|
2021
Q3 | $665K | Hold |
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|
2021
Q2 | $620K | Hold |
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|
2021
Q1 | $640K | Buy |
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|
2020
Q4 | $620K | Buy |
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|
2020
Q3 | $403K | Buy |
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|
2020
Q2 | $319K | Sell |
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|
2020
Q1 | $365K | Hold |
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|
2019
Q4 | $367K | Sell |
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|
2019
Q3 | $392K | Hold |
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|
2019
Q2 | $345K | Sell |
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|
2019
Q1 | $340K | Buy |
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|
2018
Q4 | $293K | Hold |
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|
2018
Q3 | $282K | Hold |
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|
2018
Q2 | $281K | Hold |
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|
2018
Q1 | $275K | Sell |
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|
2017
Q4 | $277K | Buy |
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