Gould Asset Management’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 | $400K | Sell |
5,764
-120
| -2% | -$8.33K | 0.08% | 116 |
|
|
2025
Q1 | $417K | Hold |
5,884
| – | – | 0.09% | 110 |
|
|
2024
Q4 | $422K | Hold |
5,884
| – | – | 0.09% | 108 |
|
|
2024
Q3 | $497K | Hold |
5,884
| – | – | 0.11% | 96 |
|
|
2024
Q2 | $417K | Hold |
5,884
| – | – | 0.1% | 105 |
|
|
2024
Q1 | $376K | Hold |
5,884
| – | – | 0.09% | 114 |
|
|
2023
Q4 | $357K | Buy |
5,884
+10
| +0.2% | +$607 | 0.09% | 114 |
|
|
2023
Q3 | $337K | Hold |
5,874
| – | – | 0.1% | 102 |
|
|
2023
Q2 | $436K | Sell |
5,874
-140
| -2% | -$10.4K | 0.12% | 87 |
|
|
2023
Q1 | $464K | Sell |
6,014
-400
| -6% | -$30.8K | 0.13% | 84 |
|
|
2022
Q4 | $536K | Sell |
6,414
-340
| -5% | -$28.4K | 0.16% | 76 |
|
|
2022
Q3 | $530K | Sell |
6,754
-120
| -2% | -$9.42K | 0.18% | 60 |
|
|
2022
Q2 | $532K | Buy |
6,874
+895
| +15% | +$69.3K | 0.17% | 68 |
|
|
2022
Q1 | $506K | Buy |
5,979
+40
| +0.7% | +$3.39K | 0.15% | 70 |
|
|
2021
Q4 | $554K | Buy |
5,939
+800
| +16% | +$74.6K | 0.16% | 69 |
|
|
2021
Q3 | $404K | Sell |
5,139
-1,625
| -24% | -$128K | 0.12% | 82 |
|
|
2021
Q2 | $496K | Buy |
6,764
+270
| +4% | +$19.8K | 0.14% | 80 |
|
|
2021
Q1 | $491K | Sell |
6,494
-35
| -0.5% | -$2.65K | 0.15% | 77 |
|
|
2020
Q4 | $504K | Sell |
6,529
-75
| -1% | -$5.79K | 0.15% | 74 |
|
|
2020
Q3 | $458K | Hold |
6,604
| – | – | 0.15% | 72 |
|
|
2020
Q2 | $397K | Hold |
6,604
| – | – | 0.14% | 78 |
|
|
2020
Q1 | $397K | Hold |
6,604
| – | – | 0.15% | 72 |
|
|
2019
Q4 | $400K | Buy |
6,604
+340
| +5% | +$20.6K | 0.13% | 88 |
|
|
2019
Q3 | $365K | Buy |
6,264
+180
| +3% | +$10.5K | 0.13% | 93 |
|
|
2019
Q2 | $312K | Hold |
6,084
| – | – | 0.11% | 100 |
|
|
2019
Q1 | $294K | Hold |
6,084
| – | – | 0.11% | 103 |
|
|
2018
Q4 | $264K | Buy |
+6,084
| New | +$264K | 0.11% | 97 |
|
|
2018
Q1 | – | Sell |
-7,284
| Closed | -$284K | – | 143 |
|
|
2017
Q4 | $284K | Sell |
7,284
-260
| -3% | -$10.1K | 0.12% | 96 |
|
|
2017
Q3 | $276K | Hold |
7,544
| – | – | 0.12% | 99 |
|
|
2017
Q2 | $264K | Hold |
7,544
| – | – | 0.13% | 93 |
|
|
2017
Q1 | $242K | Buy |
7,544
+540
| +8% | +$17.3K | 0.12% | 98 |
|
|
2016
Q4 | $209K | Buy |
+7,004
| New | +$209K | 0.11% | 103 |
|