Guyasuta Investment Advisors’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 | $519K | Buy |
7,476
+1,641
| +28% | +$114K | 0.03% | 160 |
|
|
2025
Q1 | $414K | Hold |
5,835
| – | – | 0.03% | 170 |
|
|
2024
Q4 | $418K | Sell |
5,835
-75
| -1% | -$5.38K | 0.03% | 176 |
|
|
2024
Q3 | $500K | Sell |
5,910
-85
| -1% | -$7.19K | 0.03% | 162 |
|
|
2024
Q2 | $364K | Hold |
5,995
| – | – | 0.03% | 170 |
|
|
2024
Q1 | $364K | Hold |
5,995
| – | – | 0.03% | 170 |
|
|
2023
Q4 | $364K | Sell |
5,995
-69
| -1% | -$4.19K | 0.03% | 170 |
|
|
2023
Q3 | $347K | Hold |
6,064
| – | – | 0.03% | 172 |
|
|
2023
Q2 | $450K | Buy |
6,064
+122
| +2% | +$9.05K | 0.03% | 161 |
|
|
2023
Q1 | $458K | Hold |
5,942
| – | – | 0.04% | 161 |
|
|
2022
Q4 | $497K | Buy |
5,942
+352
| +6% | +$29.4K | 0.04% | 146 |
|
|
2022
Q3 | $438K | Sell |
5,590
-625
| -10% | -$49K | 0.04% | 153 |
|
|
2022
Q2 | $481K | Buy |
6,215
+348
| +6% | +$26.9K | 0.04% | 174 |
|
|
2022
Q1 | $497K | Sell |
5,867
-384
| -6% | -$32.5K | 0.03% | 188 |
|
|
2021
Q4 | $584K | Buy |
6,251
+100
| +2% | +$9.34K | 0.04% | 177 |
|
|
2021
Q3 | $483K | Sell |
6,151
-226
| -4% | -$17.7K | 0.03% | 185 |
|
|
2021
Q2 | $467K | Buy |
6,377
+3,600
| +130% | +$264K | 0.03% | 186 |
|
|
2021
Q1 | $210K | Buy |
+2,777
| New | +$210K | 0.02% | 238 |
|
|
2019
Q4 | – | Sell |
-4,320
| Closed | -$252K | – | 213 |
|
|
2019
Q3 | $252K | Hold |
4,320
| – | – | 0.03% | 184 |
|
|
2019
Q2 | $221K | Hold |
4,320
| – | – | 0.02% | 201 |
|
|
2019
Q1 | $209K | Buy |
+4,320
| New | +$209K | 0.02% | 196 |
|