GSB Wealth Management’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 | $453K | Sell |
6,520
-8
| -0.1% | -$555 | 0.11% | 147 |
|
|
2025
Q1 | $463K | Sell |
6,528
-145
| -2% | -$10.3K | 0.12% | 142 |
|
|
2024
Q4 | $478K | Sell |
6,673
-10
| -0.1% | -$717 | 0.12% | 143 |
|
|
2024
Q3 | $565K | Sell |
6,683
-363
| -5% | -$30.7K | 0.14% | 136 |
|
|
2024
Q2 | $499K | Hold |
7,046
| – | – | 0.14% | 144 |
|
|
2024
Q1 | $450K | Sell |
7,046
-240
| -3% | -$15.3K | 0.13% | 147 |
|
|
2023
Q4 | $443K | Sell |
7,286
-4,744
| -39% | -$288K | 0.14% | 140 |
|
|
2023
Q3 | $689K | Sell |
12,030
-145
| -1% | -$8.31K | 0.23% | 112 |
|
|
2023
Q2 | $903K | Buy |
12,175
+1,053
| +9% | +$78.1K | 0.29% | 104 |
|
|
2023
Q1 | $857K | Sell |
11,122
-1,920
| -15% | -$148K | 0.28% | 109 |
|
|
2022
Q4 | $1.09M | Sell |
13,042
-4,994
| -28% | -$417K | 0.39% | 92 |
|
|
2022
Q3 | $1.41M | Sell |
18,036
-1,163
| -6% | -$91.2K | 0.51% | 75 |
|
|
2022
Q2 | $1.49M | Sell |
19,199
-3,048
| -14% | -$236K | 0.51% | 72 |
|
|
2022
Q1 | $1.89M | Sell |
22,247
-1,300
| -6% | -$110K | 0.55% | 62 |
|
|
2021
Q4 | $2.2M | Buy |
23,547
+512
| +2% | +$47.8K | 0.63% | 49 |
|
|
2021
Q3 | $1.81M | Sell |
23,035
-2,722
| -11% | -$214K | 0.93% | 32 |
|
|
2021
Q2 | $1.89M | Buy |
25,757
+400
| +2% | +$29.3K | 0.59% | 51 |
|
|
2021
Q1 | $1.92M | Buy |
25,357
+22,057
| +668% | +$1.67M | 0.64% | 49 |
|
|
2020
Q4 | $255K | Hold |
3,300
| – | – | 1.14% | 40 |
|
|
2020
Q3 | $229K | Buy |
+3,300
| New | +$229K | 1.05% | 46 |
|
|
2020
Q1 | – | Sell |
-3,300
| Closed | -$200K | – | 56 |
|
|
2019
Q4 | $200K | Buy |
+3,300
| New | +$200K | 0.82% | 58 |
|
|
2019
Q3 | – | Sell |
-6,300
| Closed | -$323K | – | 54 |
|
|
2019
Q2 | $323K | Hold |
6,300
| – | – | 1.69% | 23 |
|
|
2019
Q1 | $304K | Hold |
6,300
| – | – | 1.3% | 32 |
|
|
2018
Q4 | $274K | Hold |
6,300
| – | – | 1.45% | 31 |
|
|
2018
Q3 | $264K | Buy |
+6,300
| New | +$264K | 1.09% | 42 |
|