Carson Wealth (CWM LLC)’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Sell |
215,072
-202,626
| -49% | -$14.1M | 0.05% | 305 |
|
|
2025
Q1 | $29.6M | Buy |
417,698
+110,842
| +36% | +$7.86M | 0.12% | 160 |
|
|
2024
Q4 | $22M | Sell |
306,856
-4,790
| -2% | -$343K | 0.09% | 193 |
|
|
2024
Q3 | $26.3M | Sell |
311,646
-12,563
| -4% | -$1.06M | 0.11% | 166 |
|
|
2024
Q2 | $23M | Sell |
324,209
-8,516
| -3% | -$603K | 0.11% | 180 |
|
|
2024
Q1 | $21.3M | Buy |
332,725
+4,914
| +1% | +$314K | 0.1% | 189 |
|
|
2023
Q4 | $19.9M | Sell |
327,811
-11,583
| -3% | -$704K | 0.11% | 184 |
|
|
2023
Q3 | $19.4M | Sell |
339,394
-14,361
| -4% | -$823K | 0.12% | 157 |
|
|
2023
Q2 | $26.2M | Sell |
353,755
-19,022
| -5% | -$1.41M | 0.16% | 122 |
|
|
2023
Q1 | $28.7M | Buy |
372,777
+7,344
| +2% | +$566K | 0.19% | 106 |
|
|
2022
Q4 | $30.6M | Buy |
365,433
+15,627
| +4% | +$1.31M | 0.23% | 94 |
|
|
2022
Q3 | $27.4M | Buy |
349,806
+11,153
| +3% | +$874K | 0.22% | 96 |
|
|
2022
Q2 | $26.2M | Buy |
338,653
+27,450
| +9% | +$2.13M | 0.2% | 100 |
|
|
2022
Q1 | $26.4M | Buy |
311,203
+13,018
| +4% | +$1.1M | 0.19% | 107 |
|
|
2021
Q4 | $27.8M | Buy |
+298,185
| New | +$27.8M | 0.2% | 105 |
|
|
2021
Q2 | $2.53M | Hold |
34,580
| – | – | 0.02% | 374 |
|
|
2021
Q1 | $2.53M | Hold |
34,580
| – | – | 0.02% | 374 |
|
|
2020
Q4 | $2.53M | Sell |
34,580
-103,740
| -75% | -$7.6M | 0.02% | 374 |
|
|
2020
Q3 | $2.53M | Hold |
138,320
| – | – | 0.02% | 374 |
|
|
2020
Q2 | $2.53M | Hold |
138,320
| – | – | 0.02% | 374 |
|
|
2020
Q1 | $2.53M | Hold |
138,320
| – | – | 0.02% | 374 |
|
|
2019
Q4 | $2.53M | Hold |
138,320
| – | – | 0.02% | 374 |
|
|
2019
Q3 | $2.53M | Hold |
138,320
| – | – | 0.02% | 374 |
|
|
2019
Q2 | $2.53M | Hold |
138,320
| – | – | 0.02% | 374 |
|
|
2019
Q1 | $2.53M | Buy |
138,320
+116,184
| +525% | +$2.13M | 0.02% | 374 |
|
|
2018
Q4 | $962K | Buy |
22,136
+8,780
| +66% | +$382K | 0.02% | 378 |
|
|
2018
Q3 | $560K | Buy |
13,356
+1,404
| +12% | +$58.9K | 0.01% | 372 |
|
|
2018
Q2 | $499K | Buy |
11,952
+9,108
| +320% | +$380K | 0.02% | 333 |
|
|
2018
Q1 | $116K | Buy |
2,844
+28
| +1% | +$1.14K | ﹤0.01% | 429 |
|
|
2017
Q4 | $110K | Sell |
2,816
-168
| -6% | -$6.56K | ﹤0.01% | 415 |
|
|
2017
Q3 | $109K | Buy |
2,984
+1,264
| +73% | +$46.2K | 0.01% | 404 |
|
|
2017
Q2 | $60K | Buy |
1,720
+104
| +6% | +$3.63K | ﹤0.01% | 448 |
|
|
2017
Q1 | $52K | Sell |
1,616
-160
| -9% | -$5.15K | ﹤0.01% | 453 |
|
|
2016
Q4 | $53K | Sell |
1,776
-20
| -1% | -$597 | ﹤0.01% | 442 |
|
|
2016
Q3 | $55K | Hold |
1,796
| – | – | ﹤0.01% | 405 |
|
|
2016
Q2 | $59K | Hold |
1,796
| – | – | ﹤0.01% | 359 |
|
|
2016
Q1 | $53K | Hold |
1,796
| – | – | ﹤0.01% | 336 |
|
|
2015
Q4 | $47K | Sell |
1,796
-108
| -6% | -$2.83K | ﹤0.01% | 318 |
|
|
2015
Q3 | $46K | Buy |
+1,904
| New | +$46K | ﹤0.01% | 291 |
|