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Grant/GrossMendelsohn, LLC

SEC CIK
0001810677
Latest filing
May 1, 2025

NEE holding history

Nextera Energy Inc in every 13F filed by Grant/GrossMendelsohn, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overviewAll 13F holders of NEEFull Q1 2025 holdings

Shares (Q1 2025)
3,484
Value
$230.6K
% of portfolio
0.1%
Quarters held
12
Since Q1 2022
Holdings of NEE by Grant/GrossMendelsohn, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20253,484$230.6K0.1%+10.0%AddedHolders
Q4 20243,483$249.7K0.1%−4,897−58.4%ReducedHolders
Q3 20248,380$708.3K0.3%+143+1.7%AddedHolders
Q2 20248,237$583.3K0.3%+35+0.4%AddedHolders
Q1 20248,202$536.3K0.2%−4,826−37.0%ReducedHolders
Q4 202313,028$761.9K0.3%+3,357+34.7%AddedHolders
Q3 20239,671$554.0K0.2%+1,112+13.0%AddedHolders
Q2 20238,559$617.9K0.3%+8,559NewHolders
Q1 20230$00.0%−8,529−100.0%Sold outHolders
Q4 20228,529$713.5K0.4%+21+0.2%AddedHolders
Q3 20228,508$645.0K0.3%+4,546+114.7%AddedHolders
Q2 20223,962$316.0K0.2%+402+11.3%AddedHolders
Q1 20223,560$291.0K0.1%+3,560NewHolders