Cahill Financial 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 | $336K | Buy |
4,840
+421
| +10% | +$29.2K | 0.04% | 218 |
|
|
2025
Q1 | $313K | Sell |
4,419
-686
| -13% | -$48.6K | 0.04% | 212 |
|
|
2024
Q4 | $366K | Sell |
5,105
-1,506
| -23% | -$108K | 0.05% | 191 |
|
|
2024
Q3 | $559K | Buy |
6,611
+533
| +9% | +$45.1K | 0.08% | 154 |
|
|
2024
Q2 | $430K | Buy |
6,078
+92
| +2% | +$6.52K | 0.06% | 185 |
|
|
2024
Q1 | $383K | Buy |
5,986
+2,012
| +51% | +$129K | 0.05% | 192 |
|
|
2023
Q4 | $241K | Sell |
3,974
-25
| -0.6% | -$1.52K | 0.04% | 221 |
|
|
2023
Q3 | $229K | Sell |
3,999
-16
| -0.4% | -$917 | 0.04% | 222 |
|
|
2023
Q2 | $298K | Buy |
4,015
+26
| +0.7% | +$1.93K | 0.05% | 198 |
|
|
2023
Q1 | $307K | Buy |
3,989
+307
| +8% | +$23.7K | 0.05% | 193 |
|
|
2022
Q4 | $308K | Sell |
3,682
-27
| -0.7% | -$2.26K | 0.06% | 182 |
|
|
2022
Q3 | $291K | Buy |
3,709
+53
| +1% | +$4.16K | 0.06% | 183 |
|
|
2022
Q2 | $283K | Sell |
3,656
-6
| -0.2% | -$464 | 0.06% | 183 |
|
|
2022
Q1 | $310K | Buy |
3,662
+3
| +0.1% | +$254 | 0.06% | 185 |
|
|
2021
Q4 | $342K | Buy |
3,659
+3
| +0.1% | +$280 | 0.07% | 183 |
|
|
2021
Q3 | $287K | Buy |
3,656
+3
| +0.1% | +$236 | 0.06% | 193 |
|
|
2021
Q2 | $268K | Sell |
3,653
-61
| -2% | -$4.48K | 0.06% | 182 |
|
|
2021
Q1 | $281K | Buy |
3,714
+28
| +0.8% | +$2.12K | 0.07% | 177 |
|
|
2020
Q4 | $284K | Buy |
3,686
+2
| +0.1% | +$154 | 0.07% | 168 |
|
|
2020
Q3 | $256K | Buy |
3,684
+4
| +0.1% | +$278 | 0.09% | 145 |
|
|
2020
Q2 | $221K | Sell |
3,680
-188
| -5% | -$11.3K | 0.09% | 150 |
|
|
2020
Q1 | $233K | Buy |
3,868
+52
| +1% | +$3.13K | 0.11% | 133 |
|
|
2019
Q4 | $232K | Buy |
3,816
+4
| +0.1% | +$243 | 0.08% | 147 |
|
|
2019
Q3 | $223K | Buy |
+3,812
| New | +$223K | 0.09% | 147 |
|