Gratus Capital’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$846K Sell
2024
Q1
$784K Buy
2023
Q4
$738K Sell
2023
Q3
$728K Buy
2023
Q2
$902K Buy
2023
Q1
$918K Sell
2022
Q4
$1.61M Buy
2022
Q3
$1.5M Buy
2022
Q2
$360K Buy