CWM
Cahaba Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
4,825
+129
| +3% | +$8.96K | 0.03% | 117 |
|
|
2025
Q1 | $333K | Buy |
4,696
+36
| +0.8% | +$2.55K | 0.03% | 111 |
|
|
2024
Q4 | $334K | Buy |
4,660
+32
| +0.7% | +$2.29K | 0.03% | 110 |
|
|
2024
Q3 | $391K | Sell |
4,628
-16
| -0.3% | -$1.35K | 0.03% | 102 |
|
|
2024
Q2 | $329K | Buy |
4,644
+76
| +2% | +$5.38K | 0.03% | 107 |
|
|
2024
Q1 | $292K | Buy |
4,568
+61
| +1% | +$3.9K | 0.03% | 117 |
|
|
2023
Q4 | $274K | Buy |
4,507
+2
| +0% | +$121 | 0.03% | 117 |
|
|
2023
Q3 | $258K | Buy |
+4,505
| New | +$258K | 0.03% | 117 |
|