Gryphon Financial Partners’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 | $1.78M | Buy |
25,668
+4,943
| +24% | +$343K | 0.23% | 65 |
|
|
2025
Q1 | $1.47M | Buy |
20,725
+1,806
| +10% | +$128K | 0.21% | 68 |
|
|
2024
Q4 | $1.36M | Buy |
18,919
+1,341
| +8% | +$96.1K | 0.19% | 70 |
|
|
2024
Q3 | $1.49M | Buy |
17,578
+1,347
| +8% | +$114K | 0.2% | 68 |
|
|
2024
Q2 | $1.15M | Buy |
16,231
+2,723
| +20% | +$193K | 0.17% | 75 |
|
|
2024
Q1 | $863K | Buy |
13,508
+1,327
| +11% | +$84.8K | 0.14% | 96 |
|
|
2023
Q4 | $754K | Buy |
12,181
+4,046
| +50% | +$250K | 0.13% | 109 |
|
|
2023
Q3 | $466K | Sell |
8,135
-256
| -3% | -$14.7K | 0.11% | 98 |
|
|
2023
Q2 | $623K | Sell |
8,391
-562
| -6% | -$41.7K | 0.13% | 86 |
|
|
2023
Q1 | $690K | Sell |
8,953
-304
| -3% | -$23.4K | 0.16% | 72 |
|
|
2022
Q4 | $774K | Buy |
9,257
+288
| +3% | +$24.1K | 0.18% | 67 |
|
|
2022
Q3 | $702K | Buy |
8,969
+240
| +3% | +$18.8K | 0.18% | 66 |
|
|
2022
Q2 | $677K | Buy |
8,729
+1,100
| +14% | +$85.3K | 0.16% | 70 |
|
|
2022
Q1 | $646K | Sell |
7,629
-139
| -2% | -$11.8K | 0.13% | 85 |
|
|
2021
Q4 | $726K | Sell |
7,768
-5
| -0.1% | -$467 | 0.14% | 91 |
|
|
2021
Q3 | $611K | Buy |
7,773
+768
| +11% | +$60.4K | 0.14% | 86 |
|
|
2021
Q2 | $551K | Sell |
7,005
-299
| -4% | -$23.5K | 0.12% | 81 |
|
|
2021
Q1 | $552K | Buy |
7,304
+128
| +2% | +$9.67K | 0.13% | 82 |
|
|
2020
Q4 | $553K | Sell |
7,176
-40
| -0.6% | -$3.08K | 0.14% | 79 |
|
|
2020
Q3 | $500K | Buy |
7,216
+816
| +13% | +$56.5K | 0.15% | 73 |
|
|
2020
Q2 | $384K | Sell |
6,400
-588
| -8% | -$35.3K | 0.12% | 89 |
|
|
2020
Q1 | $421K | Buy |
6,988
+96
| +1% | +$5.78K | 0.16% | 72 |
|
|
2019
Q4 | $417K | Sell |
6,892
-2,324
| -25% | -$141K | 0.11% | 107 |
|
|
2019
Q3 | $537K | Buy |
9,216
+3,104
| +51% | +$181K | 0.15% | 74 |
|
|
2019
Q2 | $313K | Buy |
6,112
+20
| +0.3% | +$1.02K | 0.09% | 118 |
|
|
2019
Q1 | $294K | Sell |
6,092
-92
| -1% | -$4.44K | 0.09% | 105 |
|
|
2018
Q4 | $269K | Sell |
6,184
-28
| -0.5% | -$1.22K | 0.07% | 161 |
|
|
2018
Q3 | $260K | Buy |
6,212
+8
| +0.1% | +$335 | 0.08% | 127 |
|
|
2018
Q2 | $259K | Buy |
6,204
+384
| +7% | +$16K | 0.12% | 65 |
|
|
2018
Q1 | $238K | Sell |
5,820
-36
| -0.6% | -$1.47K | 0.12% | 71 |
|
|
2017
Q4 | $228K | Buy |
+5,856
| New | +$228K | 0.13% | 75 |
|