GVAG
Great Valley Advisor Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.65M | Sell |
138,942
-7,775
| -5% | -$540K | 0.21% | 108 |
|
|
2025
Q1 | $10.4M | Sell |
146,717
-6,568
| -4% | -$466K | 0.22% | 107 |
|
|
2024
Q4 | $11M | Buy |
153,285
+10,706
| +8% | +$767K | 0.25% | 99 |
|
|
2024
Q3 | $12.1M | Buy |
142,579
+3,407
| +2% | +$288K | 0.3% | 88 |
|
|
2024
Q2 | $9.85M | Buy |
139,172
+76,905
| +124% | +$5.45M | 0.28% | 89 |
|
|
2024
Q1 | $3.98M | Sell |
62,267
-58,308
| -48% | -$3.73M | 0.12% | 181 |
|
|
2023
Q4 | $7.32M | Sell |
120,575
-27,151
| -18% | -$1.65M | 0.26% | 103 |
|
|
2023
Q3 | $8.46M | Buy |
147,726
+19,226
| +15% | +$1.1M | 0.35% | 71 |
|
|
2023
Q2 | $9.53M | Buy |
128,500
+11,986
| +10% | +$889K | 0.4% | 65 |
|
|
2023
Q1 | $8.98M | Buy |
116,514
+36,084
| +45% | +$2.78M | 0.42% | 59 |
|
|
2022
Q4 | $6.72M | Buy |
80,430
+2,033
| +3% | +$170K | 0.34% | 74 |
|
|
2022
Q3 | $6.15M | Buy |
78,397
+4,519
| +6% | +$354K | 0.34% | 70 |
|
|
2022
Q2 | $5.72M | Buy |
73,878
+10,161
| +16% | +$787K | 0.31% | 87 |
|
|
2022
Q1 | $5.61M | Buy |
63,717
+4,824
| +8% | +$425K | 0.33% | 83 |
|
|
2021
Q4 | $5.17M | Sell |
58,893
-152
| -0.3% | -$13.3K | 0.32% | 81 |
|
|
2021
Q3 | $4.64M | Buy |
59,045
+2,312
| +4% | +$182K | 0.32% | 79 |
|
|
2021
Q2 | $4.21M | Buy |
56,733
+7,894
| +16% | +$585K | 0.31% | 82 |
|
|
2021
Q1 | $3.69M | Buy |
48,839
+5,921
| +14% | +$448K | 0.36% | 66 |
|
|
2020
Q4 | $3.31M | Buy |
42,918
+37,283
| +662% | +$2.88M | 0.34% | 65 |
|
|
2020
Q3 | $1.56M | Buy |
5,635
+2,540
| +82% | +$705K | 0.19% | 112 |
|
|
2020
Q2 | $744K | Buy |
3,095
+470
| +18% | +$113K | 0.12% | 180 |
|
|
2020
Q1 | $631K | Sell |
2,625
-96
| -4% | -$23.1K | 0.17% | 154 |
|
|
2019
Q4 | $660K | Buy |
2,721
+8
| +0.3% | +$1.94K | 0.15% | 177 |
|
|
2019
Q3 | $630K | Buy |
2,713
+319
| +13% | +$74.1K | 0.15% | 174 |
|
|
2019
Q2 | $489K | Buy |
2,394
+1,292
| +117% | +$264K | 0.12% | 192 |
|
|
2019
Q1 | $213K | Buy |
+1,102
| New | +$213K | 0.07% | 277 |
|