Great Diamond Partners’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 | – | Sell |
-23,781
| Closed | -$1.69M | – | 231 |
|
|
2025
Q1 | $1.69M | Sell |
23,781
-979
| -4% | -$69.4K | 0.46% | 65 |
|
|
2024
Q4 | $1.78M | Sell |
24,760
-172
| -0.7% | -$12.3K | 0.46% | 65 |
|
|
2024
Q3 | $2.11M | Sell |
24,932
-4,117
| -14% | -$348K | 0.54% | 53 |
|
|
2024
Q2 | $2.06M | Sell |
29,049
-419
| -1% | -$29.7K | 0.48% | 56 |
|
|
2024
Q1 | $1.88M | Buy |
29,468
+1,726
| +6% | +$110K | 0.43% | 65 |
|
|
2023
Q4 | $1.69M | Sell |
27,742
-10,857
| -28% | -$659K | 0.42% | 62 |
|
|
2023
Q3 | $2.21M | Buy |
38,599
+738
| +2% | +$42.3K | 0.6% | 47 |
|
|
2023
Q2 | $2.81M | Sell |
37,861
-278
| -0.7% | -$20.6K | 0.74% | 34 |
|
|
2023
Q1 | $2.94M | Sell |
38,139
-6,535
| -15% | -$504K | 0.85% | 31 |
|
|
2022
Q4 | $3.73M | Sell |
44,674
-1,481
| -3% | -$124K | 1.15% | 28 |
|
|
2022
Q3 | $3.62M | Sell |
46,155
-512
| -1% | -$40.1K | 1.24% | 24 |
|
|
2022
Q2 | $3.61M | Buy |
46,667
+4
| +0% | +$310 | 1.2% | 21 |
|
|
2022
Q1 | $3.95M | Sell |
46,663
-406
| -0.9% | -$34.4K | 1.1% | 20 |
|
|
2021
Q4 | $4.39M | Sell |
47,069
-7,526
| -14% | -$703K | 1.13% | 19 |
|
|
2021
Q3 | $4.29M | Buy |
54,595
+496
| +0.9% | +$38.9K | 1.17% | 17 |
|
|
2021
Q2 | $3.96M | Sell |
54,099
-97
| -0.2% | -$7.11K | 1.12% | 18 |
|
|
2021
Q1 | $4.1M | Sell |
54,196
-1,719
| -3% | -$130K | 1.26% | 14 |
|
|
2020
Q4 | $4.31M | Buy |
55,915
+231
| +0.4% | +$17.8K | 1.37% | 13 |
|
|
2020
Q3 | $3.86M | Buy |
55,684
+1,708
| +3% | +$118K | 1.42% | 13 |
|
|
2020
Q2 | $3.24M | Sell |
53,976
-584
| -1% | -$35.1K | 1.34% | 13 |
|
|
2020
Q1 | $3.28M | Sell |
54,560
-500
| -0.9% | -$30.1K | 1.69% | 9 |
|
|
2019
Q4 | $3.33M | Buy |
+55,060
| New | +$3.33M | 1.27% | 14 |
|