Great Valley Advisor Group’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.65M | Sell |
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|
2025
Q1 | $10.4M | Sell |
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|
2024
Q4 | $11M | Buy |
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|
2024
Q3 | $12.1M | Buy |
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|
2024
Q2 | $9.85M | Buy |
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|
2024
Q1 | $3.98M | Sell |
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|
2023
Q4 | $7.32M | Sell |
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|
2023
Q3 | $8.46M | Buy |
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|
2023
Q2 | $9.53M | Buy |
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|
2023
Q1 | $8.98M | Buy |
|
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|
2022
Q4 | $6.72M | Buy |
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|
2022
Q3 | $6.15M | Buy |
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|
2022
Q2 | $5.72M | Buy |
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|
2022
Q1 | $5.61M | Buy |
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|
2021
Q4 | $5.17M | Sell |
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|
2021
Q3 | $4.64M | Buy |
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|
2021
Q2 | $4.21M | Buy |
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|
2021
Q1 | $3.69M | Buy |
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|
2020
Q4 | $3.31M | Buy |
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|
2020
Q3 | $1.56M | Buy |
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|
2020
Q2 | $744K | Buy |
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|
2020
Q1 | $631K | Sell |
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|
2019
Q4 | $660K | Buy |
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|
2019
Q3 | $630K | Buy |
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|
2019
Q2 | $489K | Buy |
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|
2019
Q1 | $213K | Buy |
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