Greystone Financial Group’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 | $829K | Sell |
11,938
-2,802
| -19% | -$195K | 0.14% | 68 |
|
|
2025
Q1 | $1.04M | Buy |
14,740
+185
| +1% | +$13.1K | 0.19% | 67 |
|
|
2024
Q4 | $1.04M | Buy |
14,555
+460
| +3% | +$33K | 0.18% | 64 |
|
|
2024
Q3 | $1.19M | Buy |
14,095
+316
| +2% | +$26.7K | 0.21% | 61 |
|
|
2024
Q2 | $976K | Buy |
13,779
+2,668
| +24% | +$189K | 0.19% | 63 |
|
|
2024
Q1 | $710K | Sell |
11,111
-103,346
| -90% | -$6.6M | 0.14% | 72 |
|
|
2023
Q4 | $6.95M | Sell |
114,457
-7,266
| -6% | -$441K | 1.61% | 24 |
|
|
2023
Q3 | $6.97M | Buy |
121,723
+10,225
| +9% | +$586K | 1.74% | 21 |
|
|
2023
Q2 | $8.27M | Buy |
111,498
+98,003
| +726% | +$7.27M | 1.92% | 17 |
|
|
2023
Q1 | $1.04M | Buy |
13,495
+4,018
| +42% | +$310K | 0.26% | 51 |
|
|
2022
Q4 | $792K | Buy |
+9,477
| New | +$792K | 0.23% | 52 |
|
|
2021
Q1 | – | Sell |
-102,522
| Closed | -$8.55M | – | 107 |
|
|
2020
Q4 | $8.55M | Buy |
+102,522
| New | +$8.55M | 2.33% | 13 |
|