GIM
Goelzer Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33M | Sell |
47,986
-534
| -1% | -$37.1K | 0.18% | 111 |
|
|
2025
Q1 | $3.44M | Buy |
48,520
+2,302
| +5% | +$163K | 0.2% | 104 |
|
|
2024
Q4 | $3.31M | Buy |
46,218
+23
| +0% | +$1.65K | 0.19% | 111 |
|
|
2024
Q3 | $3.9M | Sell |
46,195
-81
| -0.2% | -$6.85K | 0.21% | 105 |
|
|
2024
Q2 | $3.28M | Buy |
46,276
+181
| +0.4% | +$12.8K | 0.18% | 109 |
|
|
2024
Q1 | $2.95M | Sell |
46,095
-1,046
| -2% | -$66.8K | 0.17% | 114 |
|
|
2023
Q4 | $2.86M | Buy |
47,141
+41,125
| +684% | +$2.5M | 0.18% | 113 |
|
|
2023
Q3 | $345K | Buy |
6,016
+268
| +5% | +$15.4K | 0.02% | 193 |
|
|
2023
Q2 | $427K | Sell |
5,748
-280
| -5% | -$20.8K | 0.04% | 186 |
|
|
2023
Q1 | $465K | Sell |
6,028
-23
| -0.4% | -$1.77K | 0.04% | 187 |
|
|
2022
Q4 | $506K | Buy |
6,051
+358
| +6% | +$29.9K | 0.04% | 182 |
|
|
2022
Q3 | $446K | Buy |
5,693
+1,705
| +43% | +$134K | 0.04% | 183 |
|
|
2022
Q2 | $309K | Buy |
3,988
+772
| +24% | +$59.8K | 0.03% | 198 |
|
|
2022
Q1 | $272K | Buy |
+3,216
| New | +$272K | 0.02% | 201 |
|
|
2020
Q4 | – | Sell |
-1,075
| Closed | -$298K | – | 234 |
|
|
2020
Q3 | $298K | Hold |
1,075
| – | – | 0.03% | 219 |
|
|
2020
Q2 | $258K | Hold |
1,075
| – | – | 0.02% | 218 |
|
|
2020
Q1 | $259K | Hold |
1,075
| – | – | 0.03% | 219 |
|
|
2019
Q4 | $260K | Hold |
1,075
| – | – | 0.02% | 232 |
|
|
2019
Q3 | $250K | Sell |
1,075
-9
| -0.8% | -$2.09K | 0.02% | 236 |
|
|
2019
Q2 | $222K | Hold |
1,084
| – | – | 0.02% | 247 |
|
|
2019
Q1 | $210K | Buy |
+1,084
| New | +$210K | 0.02% | 261 |
|