Cabot 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 | $1.85M | Buy |
26,643
+133
| +0.5% | +$9.23K | 0.22% | 83 |
|
|
2025
Q1 | $1.88M | Buy |
26,510
+422
| +2% | +$29.9K | 0.24% | 78 |
|
|
2024
Q4 | $1.87M | Buy |
26,088
+427
| +2% | +$30.6K | 0.24% | 80 |
|
|
2024
Q3 | $2.17M | Sell |
25,661
-78
| -0.3% | -$6.59K | 0.27% | 81 |
|
|
2024
Q2 | $1.82M | Buy |
25,739
+4
| +0% | +$283 | 0.24% | 78 |
|
|
2024
Q1 | $1.64M | Buy |
+25,735
| New | +$1.64M | 0.22% | 85 |
|
|
2023
Q4 | – | Sell |
-12,907
| Closed | -$739K | – | 142 |
|
|
2023
Q3 | $739K | Sell |
12,907
-13,542
| -51% | -$775K | 0.11% | 98 |
|
|
2023
Q2 | $1.96M | Sell |
26,449
-773
| -3% | -$57.4K | 0.29% | 76 |
|
|
2023
Q1 | $2.1M | Sell |
27,222
-1,515
| -5% | -$117K | 0.33% | 67 |
|
|
2022
Q4 | $2.4M | Sell |
28,737
-6,685
| -19% | -$559K | 0.41% | 61 |
|
|
2022
Q3 | $2.78M | Buy |
35,422
+406
| +1% | +$31.8K | 0.47% | 54 |
|
|
2022
Q2 | $2.71M | Sell |
35,016
-512
| -1% | -$39.7K | 0.43% | 59 |
|
|
2022
Q1 | $3.01M | Sell |
35,528
-86
| -0.2% | -$7.29K | 0.41% | 63 |
|
|
2021
Q4 | $3.33M | Sell |
35,614
-81
| -0.2% | -$7.56K | 0.42% | 64 |
|
|
2021
Q3 | $2.8M | Hold |
35,695
| – | – | 0.38% | 67 |
|
|
2021
Q2 | $2.62M | Buy |
35,695
+883
| +3% | +$64.7K | 0.35% | 68 |
|
|
2021
Q1 | $2.63M | Buy |
34,812
+1,992
| +6% | +$151K | 0.37% | 63 |
|
|
2020
Q4 | $2.53M | Buy |
+32,820
| New | +$2.53M | 0.39% | 63 |
|