CPSC
Carl P. Sherr & Co’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $715K | Buy |
10,303
+3
| +0% | +$208 | 0.36% | 57 |
|
|
2025
Q1 | $730K | Hold |
10,300
| – | – | 0.4% | 56 |
|
|
2024
Q4 | $738K | Hold |
10,300
| – | – | 0.39% | 57 |
|
|
2024
Q3 | $871K | Hold |
10,300
| – | – | 0.46% | 51 |
|
|
2024
Q2 | $729K | Hold |
10,300
| – | – | 0.41% | 61 |
|
|
2024
Q1 | $658K | Hold |
10,300
| – | – | 0.37% | 69 |
|
|
2023
Q4 | $626K | Sell |
10,300
-480
| -4% | -$29.2K | 0.38% | 66 |
|
|
2023
Q3 | $618K | Hold |
10,780
| – | – | 0.42% | 61 |
|
|
2023
Q2 | $800K | Sell |
10,780
-10
| -0.1% | -$742 | 0.53% | 50 |
|
|
2023
Q1 | $832K | Hold |
10,790
| – | – | 0.6% | 42 |
|
|
2022
Q4 | $902K | Sell |
10,790
-855
| -7% | -$71.5K | 0.68% | 42 |
|
|
2022
Q3 | $913K | Hold |
11,645
| – | – | 0.73% | 36 |
|
|
2022
Q2 | $902K | Hold |
11,645
| – | – | 0.68% | 36 |
|
|
2022
Q1 | $986K | Sell |
11,645
-40
| -0.3% | -$3.39K | 0.67% | 37 |
|
|
2021
Q4 | $1.09M | Sell |
11,685
-384
| -3% | -$35.9K | 0.66% | 42 |
|
|
2021
Q3 | $948K | Hold |
12,069
| – | – | 0.76% | 36 |
|
|
2021
Q2 | $884K | Sell |
12,069
-200
| -2% | -$14.6K | 0.61% | 47 |
|
|
2021
Q1 | $928K | Hold |
12,269
| – | – | 0.7% | 40 |
|
|
2020
Q4 | $947K | Buy |
12,269
+8,718
| +246% | +$673K | 0.75% | 35 |
|
|
2020
Q3 | $986K | Sell |
3,551
-51
| -1% | -$14.2K | 0.89% | 29 |
|
|
2020
Q2 | $865K | Hold |
3,602
| – | – | 0.86% | 31 |
|
|
2020
Q1 | $867K | Sell |
3,602
-75
| -2% | -$18.1K | 1.03% | 27 |
|
|
2019
Q4 | $890K | Buy |
+3,677
| New | +$890K | 0.87% | 40 |
|