Carson Wealth (CWM LLC)’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 | $17.6M | Buy |
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|
2025
Q2 | $14.9M | Sell |
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|
2025
Q1 | $29.6M | Buy |
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|
2024
Q4 | $22M | Sell |
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|
2024
Q3 | $26.3M | Sell |
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|
2024
Q2 | $23M | Sell |
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|
2024
Q1 | $21.3M | Buy |
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|
2023
Q4 | $19.9M | Sell |
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|
2023
Q3 | $19.4M | Sell |
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|
2023
Q2 | $26.2M | Sell |
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|
2023
Q1 | $28.7M | Buy |
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|
2022
Q4 | $30.6M | Buy |
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|
2022
Q3 | $27.4M | Buy |
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|
2022
Q2 | $26.2M | Buy |
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|
2022
Q1 | $26.4M | Buy |
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|
2021
Q4 | $27.8M | Buy |
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|
2021
Q2 | $2.53M | Hold |
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|
2021
Q1 | $2.53M | Hold |
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|
2020
Q4 | $2.53M | Sell |
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|
2020
Q3 | $2.53M | Hold |
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|
2020
Q2 | $2.53M | Hold |
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|
2020
Q1 | $2.53M | Hold |
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|
2019
Q4 | $2.53M | Hold |
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|
2019
Q3 | $2.53M | Hold |
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|
2019
Q2 | $2.53M | Hold |
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|
2019
Q1 | $2.53M | Buy |
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|
2018
Q4 | $962K | Buy |
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|
2018
Q3 | $560K | Buy |
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|
2018
Q2 | $499K | Buy |
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|
2018
Q1 | $116K | Buy |
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|
2017
Q4 | $110K | Sell |
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|
2017
Q3 | $109K | Buy |
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|
2017
Q2 | $60K | Buy |
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|
2017
Q1 | $52K | Sell |
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|
2016
Q4 | $53K | Sell |
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|
2016
Q3 | $55K | Hold |
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|
2016
Q2 | $59K | Hold |
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|
2016
Q1 | $53K | Hold |
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|
2015
Q4 | $47K | Sell |
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|
2015
Q3 | $46K | Buy |
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