Caldwell Trust’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
183,839
+2,955
|
|
||||
|
2025
Q1 | $12.8M | Sell |
180,884
-7,097
|
|
||||
|
2024
Q4 | $13.5M | Sell |
187,981
-6,331
|
|
||||
|
2024
Q3 | $16.4M | Sell |
194,312
-3,983
|
|
||||
|
2024
Q2 | $14M | Buy |
198,295
+3,211
|
|
||||
|
2024
Q1 | $12.5M | Sell |
195,084
-12,795
|
|
||||
|
2023
Q4 | $12.6M | Sell |
207,879
-8,246
|
|
||||
|
2023
Q3 | $12.4M | Sell |
216,125
-6,443
|
|
||||
|
2023
Q2 | $16.5M | Sell |
222,568
-2,138
|
|
||||
|
2023
Q1 | $17.3M | Sell |
224,706
-1,977
|
|
||||
|
2022
Q4 | $19M | Sell |
226,683
-4,558
|
|
||||
|
2022
Q3 | $18.1M | Sell |
231,241
-2,659
|
|
||||
|
2022
Q2 | $18.1M | Sell |
233,900
-4,542
|
|
||||
|
2022
Q1 | $20.2M | Buy |
238,442
+6,802
|
|
||||
|
2021
Q4 | $21.6M | Sell |
231,640
-5,202
|
|
||||
|
2021
Q3 | $18.6M | Sell |
236,842
-8,873
|
|
||||
|
2021
Q2 | $18M | Sell |
245,715
-2,316
|
|
||||
|
2021
Q1 | $18.8M | Sell |
248,031
-589
|
|
||||
|
2020
Q4 | $19.2M | Sell |
248,620
-516
|
|
||||
|
2020
Q3 | $17.3M | Sell |
249,136
-7,932
|
|
||||
|
2020
Q2 | $15.4M | Sell |
257,068
-4,260
|
|
||||
|
2020
Q1 | $15.7M | Sell |
261,328
-5,720
|
|
||||
|
2019
Q4 | $16.2M | Buy |
+267,048
|
|