Gratus Capital’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $846K | Sell |
11,948
-327
| -3% | -$23.2K | 0.03% | 192 |
|
|
2024
Q1 | $784K | Buy |
12,275
+119
| +1% | +$7.61K | 0.04% | 185 |
|
|
2023
Q4 | $738K | Sell |
12,156
-549
| -4% | -$33.3K | 0.04% | 156 |
|
|
2023
Q3 | $728K | Buy |
12,705
+549
| +5% | +$31.5K | 0.05% | 146 |
|
|
2023
Q2 | $902K | Buy |
12,156
+250
| +2% | +$18.6K | 0.06% | 134 |
|
|
2023
Q1 | $918K | Sell |
11,906
-7,311
| -38% | -$564K | 0.07% | 123 |
|
|
2022
Q4 | $1.61M | Buy |
19,217
+140
| +0.7% | +$11.7K | 0.13% | 99 |
|
|
2022
Q3 | $1.5M | Buy |
19,077
+14,434
| +311% | +$1.13M | 0.16% | 97 |
|
|
2022
Q2 | $360K | Buy |
+4,643
| New | +$360K | 0.04% | 150 |
|