Cardiff Park 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
Q2 | $450K | Hold |
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|
2025
Q1 | $459K | Sell |
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|
2024
Q4 | $475K | Hold |
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|
2024
Q3 | $561K | Sell |
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|
2024
Q2 | $473K | Hold |
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|
2024
Q1 | $427K | Hold |
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|
2023
Q4 | $406K | Hold |
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|
2023
Q3 | $383K | Hold |
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|
2023
Q2 | $496K | Buy |
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|
2023
Q1 | $494K | Hold |
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|
2022
Q4 | $536K | Sell |
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|
2022
Q3 | $637K | Sell |
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|
2022
Q2 | $638K | Sell |
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|
2022
Q1 | $713K | Buy |
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|
2021
Q4 | $780K | Buy |
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