Great Lakes Retirement’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 | $935K | Buy |
13,475
+1,352
| +11% | +$93.9K | 0.11% | 148 |
|
|
2025
Q1 | $859K | Buy |
12,123
+1,060
| +10% | +$75.1K | 0.11% | 152 |
|
|
2024
Q4 | $793K | Buy |
11,063
+230
| +2% | +$16.5K | 0.1% | 154 |
|
|
2024
Q3 | $916K | Buy |
10,833
+1,537
| +17% | +$130K | 0.12% | 148 |
|
|
2024
Q2 | $658K | Sell |
9,296
-4,543
| -33% | -$322K | 0.09% | 156 |
|
|
2024
Q1 | $884K | Sell |
13,839
-6,417
| -32% | -$410K | 0.13% | 146 |
|
|
2023
Q4 | $1.23M | Sell |
20,256
-80,179
| -80% | -$4.87M | 0.2% | 109 |
|
|
2023
Q3 | $5.75M | Buy |
100,435
+10,371
| +12% | +$594K | 1.04% | 25 |
|
|
2023
Q2 | $6.68M | Buy |
90,064
+20,573
| +30% | +$1.53M | 1.18% | 19 |
|
|
2023
Q1 | $5.36M | Buy |
69,491
+63,537
| +1,067% | +$4.9M | 1.01% | 19 |
|
|
2022
Q4 | $498K | Buy |
+5,954
| New | +$498K | 0.13% | 115 |
|
|
2020
Q1 | $359K | Sell |
6,084
-3,576
| -37% | -$211K | 0.16% | 98 |
|
|
2019
Q4 | $580K | Buy |
+9,660
| New | +$580K | 0.18% | 115 |
|