GI
Gradient Investments’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.5M | Buy |
425,198
+21,987
| +5% | +$1.53M | 0.54% | 63 |
|
|
2025
Q1 | $28.6M | Buy |
403,211
+33,699
| +9% | +$2.39M | 0.58% | 59 |
|
|
2024
Q4 | $26.5M | Buy |
369,512
+26,388
| +8% | +$1.89M | 0.54% | 56 |
|
|
2024
Q3 | $29M | Sell |
343,124
-88,960
| -21% | -$7.52M | 0.6% | 55 |
|
|
2024
Q2 | $30.6M | Sell |
432,084
-33,858
| -7% | -$2.4M | 0.69% | 43 |
|
|
2024
Q1 | $29.8M | Buy |
465,942
+61,053
| +15% | +$3.9M | 0.69% | 42 |
|
|
2023
Q4 | $24.6M | Buy |
404,889
+22,556
| +6% | +$1.37M | 0.59% | 44 |
|
|
2023
Q3 | $21.9M | Buy |
382,333
+13,295
| +4% | +$762K | 0.58% | 49 |
|
|
2023
Q2 | $27.4M | Buy |
369,038
+24,350
| +7% | +$1.81M | 0.71% | 39 |
|
|
2023
Q1 | $26.6M | Buy |
344,688
+248,979
| +260% | +$19.2M | 0.72% | 33 |
|
|
2022
Q4 | $8M | Sell |
95,709
-187,654
| -66% | -$15.7M | 0.25% | 121 |
|
|
2022
Q3 | $22.2M | Buy |
283,363
+845
| +0.3% | +$66.3K | 0.68% | 33 |
|
|
2022
Q2 | $21.9M | Sell |
282,518
-63,367
| -18% | -$4.91M | 0.64% | 27 |
|
|
2022
Q1 | $29.3M | Sell |
345,885
-4,882
| -1% | -$414K | 0.75% | 27 |
|
|
2021
Q4 | $32.7M | Buy |
350,767
+6,671
| +2% | +$623K | 0.83% | 25 |
|
|
2021
Q3 | $27M | Buy |
344,096
+218,747
| +175% | +$17.2M | 0.76% | 26 |
|
|
2021
Q2 | $9.19M | Buy |
125,349
+27,262
| +28% | +$2M | 0.27% | 109 |
|
|
2021
Q1 | $7.42M | Buy |
98,087
+81,719
| +499% | +$6.18M | 0.24% | 115 |
|
|
2020
Q4 | $4.54M | Sell |
16,368
-87
| -0.5% | -$24.1K | 0.19% | 115 |
|
|
2020
Q3 | $4.57M | Buy |
16,455
+2,231
| +16% | +$619K | 0.19% | 115 |
|
|
2020
Q2 | $3.42M | Buy |
14,224
+1,654
| +13% | +$397K | 0.16% | 120 |
|
|
2020
Q1 | $3.03M | Buy |
12,570
+910
| +8% | +$219K | 0.16% | 109 |
|
|
2019
Q4 | $2.82M | Buy |
11,660
+422
| +4% | +$102K | 0.13% | 114 |
|
|
2019
Q3 | $2.62M | Buy |
11,238
+1,270
| +13% | +$296K | 0.13% | 114 |
|
|
2019
Q2 | $2.04M | Buy |
9,968
+4,740
| +91% | +$971K | 0.1% | 117 |
|
|
2019
Q1 | $1.01M | Buy |
5,228
+1,178
| +29% | +$228K | 0.07% | 138 |
|
|
2018
Q4 | $704K | Buy |
4,050
+49
| +1% | +$8.52K | 0.04% | 151 |
|
|
2018
Q3 | $671K | Hold |
4,001
| – | – | 0.03% | 178 |
|
|
2018
Q2 | $668K | Sell |
4,001
-247
| -6% | -$41.2K | 0.04% | 178 |
|
|
2018
Q1 | $694K | Sell |
4,248
-97
| -2% | -$15.8K | 0.04% | 150 |
|
|
2017
Q4 | $679K | Sell |
4,345
-48
| -1% | -$7.5K | 0.04% | 154 |
|
|
2017
Q3 | $644K | Buy |
4,393
+80
| +2% | +$11.7K | 0.04% | 146 |
|
|
2017
Q2 | $604K | Buy |
4,313
+2
| +0% | +$280 | 0.04% | 141 |
|
|
2017
Q1 | $553K | Buy |
4,311
+1,000
| +30% | +$128K | 0.04% | 123 |
|
|
2016
Q4 | $396K | Sell |
3,311
-112
| -3% | -$13.4K | 0.03% | 135 |
|
|
2016
Q3 | $419K | Buy |
3,423
+468
| +16% | +$57.3K | 0.04% | 130 |
|
|
2016
Q2 | $385K | Buy |
2,955
+2,474
| +514% | +$322K | 0.04% | 129 |
|
|
2016
Q1 | $57K | Sell |
481
-131
| -21% | -$15.5K | 0.01% | 239 |
|
|
2015
Q4 | $64K | Buy |
612
+27
| +5% | +$2.82K | 0.01% | 233 |
|
|
2015
Q3 | $57K | Hold |
585
| – | – | 0.01% | 223 |
|
|
2015
Q2 | $57K | Sell |
585
-42
| -7% | -$4.09K | 0.01% | 230 |
|
|
2015
Q1 | $65K | Sell |
627
-93
| -13% | -$9.64K | 0.01% | 219 |
|
|
2014
Q4 | $77K | Buy |
720
+299
| +71% | +$32K | 0.01% | 201 |
|
|
2014
Q3 | $40K | Hold |
421
| – | – | 0.01% | 230 |
|
|
2014
Q2 | $43K | Buy |
421
+381
| +953% | +$38.9K | 0.01% | 229 |
|
|
2014
Q1 | $4K | Sell |
40
-190
| -83% | -$19K | ﹤0.01% | 412 |
|
|
2013
Q4 | $20K | Buy |
+230
| New | +$20K | 0.01% | 302 |
|