CapWealth Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.1M | Buy |
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|
2025
Q2 | $18.1M | Buy |
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|
2025
Q1 | $4.12M | Buy |
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|
2024
Q4 | $4.03M | Buy |
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|
2024
Q3 | $4.6M | Buy |
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|
2024
Q2 | $3.12M | Buy |
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|
2024
Q1 | $949K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $271K | Hold |
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|
2021
Q2 | $253K | Hold |
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|
2021
Q1 | $261K | Hold |
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|
2020
Q4 | $266K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $191K | Sell |
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|
2014
Q4 | $301K | Hold |
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|
2014
Q3 | $266K | Hold |
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|
2014
Q2 | $290K | Hold |
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|
2014
Q1 | $271K | Buy |
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|
2013
Q4 | $240K | Sell |
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|
2013
Q3 | $305K | Hold |
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|
2013
Q2 | $310K | Buy |
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