Gries Financial’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 | $360K | Sell |
5,186
-224
| -4% | -$15.6K | 0.07% | 198 |
|
|
2025
Q1 | $384K | Sell |
5,410
-1,094
| -17% | -$77.6K | 0.07% | 187 |
|
|
2024
Q4 | $466K | Buy |
6,504
+1,375
| +27% | +$98.6K | 0.08% | 170 |
|
|
2024
Q3 | $434K | Sell |
5,129
-7
| -0.1% | -$592 | 0.08% | 171 |
|
|
2024
Q2 | $364K | Buy |
5,136
+931
| +22% | +$65.9K | 0.07% | 169 |
|
|
2024
Q1 | $269K | Buy |
4,205
+826
| +24% | +$52.8K | 0.04% | 233 |
|
|
2023
Q4 | $205K | Sell |
3,379
-958
| -22% | -$58.2K | 0.05% | 207 |
|
|
2023
Q3 | $248K | Buy |
4,337
+740
| +21% | +$42.4K | 0.07% | 165 |
|
|
2023
Q2 | $267K | Hold |
3,597
| – | – | 0.07% | 144 |
|
|
2023
Q1 | $277K | Sell |
3,597
-733
| -17% | -$56.5K | 0.08% | 147 |
|
|
2022
Q4 | $362K | Sell |
4,330
-7,200
| -62% | -$602K | 0.12% | 119 |
|
|
2022
Q3 | $904K | Sell |
11,530
-44
| -0.4% | -$3.45K | 0.38% | 79 |
|
|
2022
Q2 | $897K | Hold |
11,574
| – | – | 0.43% | 66 |
|
|
2022
Q1 | $980K | Hold |
11,574
| – | – | 0.36% | 78 |
|
|
2021
Q4 | $1.08M | Buy |
11,574
+128
| +1% | +$12K | 0.44% | 62 |
|
|
2021
Q3 | $899K | Buy |
11,446
+230
| +2% | +$18.1K | 0.28% | 86 |
|
|
2021
Q2 | $896K | Hold |
11,216
| – | – | 0.29% | 81 |
|
|
2021
Q1 | $815K | Buy |
+11,216
| New | +$815K | 0.26% | 90 |
|