CA
CapWealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Buy |
261,330
+203,193
| +350% | +$14.1M | 1.79% | 25 |
|
|
2025
Q1 | $4.12M | Buy |
58,137
+1,914
| +3% | +$136K | 0.45% | 50 |
|
|
2024
Q4 | $4.03M | Buy |
56,223
+1,836
| +3% | +$132K | 0.44% | 48 |
|
|
2024
Q3 | $4.6M | Buy |
54,387
+10,349
| +24% | +$875K | 0.5% | 49 |
|
|
2024
Q2 | $3.12M | Buy |
44,038
+29,192
| +197% | +$2.07M | 0.39% | 48 |
|
|
2024
Q1 | $949K | Buy |
+14,846
| New | +$949K | 0.11% | 57 |
|
|
2021
Q4 | – | Sell |
-3,453
| Closed | -$271K | – | 121 |
|
|
2021
Q3 | $271K | Hold |
3,453
| – | – | 0.03% | 97 |
|
|
2021
Q2 | $253K | Hold |
3,453
| – | – | 0.03% | 97 |
|
|
2021
Q1 | $261K | Hold |
3,453
| – | – | 0.03% | 92 |
|
|
2020
Q4 | $266K | Buy |
+3,453
| New | +$266K | 0.03% | 87 |
|
|
2015
Q2 | – | Sell |
-1,834
| Closed | -$191K | – | 309 |
|
|
2015
Q1 | $191K | Sell |
1,834
-1,000
| -35% | -$104K | 0.04% | 81 |
|
|
2014
Q4 | $301K | Hold |
2,834
| – | – | 0.07% | 73 |
|
|
2014
Q3 | $266K | Hold |
2,834
| – | – | 0.06% | 77 |
|
|
2014
Q2 | $290K | Hold |
2,834
| – | – | 0.07% | 76 |
|
|
2014
Q1 | $271K | Buy |
2,834
+34
| +1% | +$3.25K | 0.07% | 68 |
|
|
2013
Q4 | $240K | Sell |
2,800
-1,000
| -26% | -$85.7K | 0.06% | 77 |
|
|
2013
Q3 | $305K | Hold |
3,800
| – | – | 0.08% | 73 |
|
|
2013
Q2 | $310K | Buy |
+3,800
| New | +$310K | 0.09% | 78 |
|