HHGA
Halbert Hargrove Global Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99K | Sell |
43
-86
| -67% | -$5.97K | ﹤0.01% | 271 |
|
|
2025
Q1 | $9.15K | Buy |
+129
| New | +$9.15K | ﹤0.01% | 247 |
|
|
2023
Q2 | – | Sell |
-4,837
| Closed | -$373K | – | 137 |
|
|
2023
Q1 | $373K | Buy |
4,837
+76
| +2% | +$5.86K | 0.03% | 89 |
|
|
2022
Q4 | $398K | Buy |
4,761
+236
| +5% | +$19.7K | 0.03% | 84 |
|
|
2022
Q3 | $355K | Buy |
4,525
+417
| +10% | +$32.7K | 0.03% | 87 |
|
|
2022
Q2 | $318K | Buy |
4,108
+322
| +9% | +$24.9K | 0.02% | 97 |
|
|
2022
Q1 | $321K | Buy |
3,786
+134
| +4% | +$11.4K | 0.02% | 106 |
|
|
2021
Q4 | $341K | Buy |
3,652
+623
| +21% | +$58.2K | 0.02% | 102 |
|
|
2021
Q3 | $238K | Buy |
3,029
+11
| +0.4% | +$864 | 0.02% | 123 |
|
|
2021
Q2 | $221K | Sell |
3,018
-50
| -2% | -$3.66K | 0.01% | 135 |
|
|
2021
Q1 | $232K | Buy |
3,068
+31
| +1% | +$2.34K | 0.02% | 112 |
|
|
2020
Q4 | $234K | Buy |
3,037
+2,270
| +296% | +$175K | 0.02% | 99 |
|
|
2020
Q3 | $213K | Buy |
+767
| New | +$213K | 0.02% | 92 |
|
|
2020
Q1 | – | Sell |
-891
| Closed | -$216K | – | 86 |
|
|
2019
Q4 | $216K | Sell |
891
-10
| -1% | -$2.42K | 0.06% | 71 |
|
|
2019
Q3 | $210K | Buy |
+901
| New | +$210K | 0.06% | 71 |
|