Cardiff Park 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 | $450K | Hold |
6,481
| – | – | 0.04% | 178 |
|
|
2025
Q1 | $459K | Sell |
6,481
-151
| -2% | -$10.7K | 0.04% | 170 |
|
|
2024
Q4 | $475K | Hold |
6,632
| – | – | 0.05% | 160 |
|
|
2024
Q3 | $561K | Sell |
6,632
-48
| -0.7% | -$4.06K | 0.05% | 151 |
|
|
2024
Q2 | $473K | Hold |
6,680
| – | – | 0.05% | 160 |
|
|
2024
Q1 | $427K | Hold |
6,680
| – | – | 0.04% | 174 |
|
|
2023
Q4 | $406K | Hold |
6,680
| – | – | 0.04% | 161 |
|
|
2023
Q3 | $383K | Hold |
6,680
| – | – | 0.05% | 158 |
|
|
2023
Q2 | $496K | Buy |
6,680
+268
| +4% | +$19.9K | 0.06% | 147 |
|
|
2023
Q1 | $494K | Hold |
6,412
| – | – | 0.06% | 140 |
|
|
2022
Q4 | $536K | Sell |
6,412
-1,708
| -21% | -$143K | 0.07% | 134 |
|
|
2022
Q3 | $637K | Sell |
8,120
-114
| -1% | -$8.94K | 0.1% | 113 |
|
|
2022
Q2 | $638K | Sell |
8,234
-178
| -2% | -$13.8K | 0.1% | 115 |
|
|
2022
Q1 | $713K | Buy |
8,412
+58
| +0.7% | +$4.92K | 0.1% | 105 |
|
|
2021
Q4 | $780K | Buy |
+8,354
| New | +$780K | 0.1% | 100 |
|