Cary Street Partners Investment Advisory’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 | $606K | Buy |
8,735
+258
| +3% | +$17.9K | 0.29% | 75 |
|
|
2025
Q1 | $601K | Buy |
8,477
+326
| +4% | +$23.1K | 0.35% | 63 |
|
|
2024
Q4 | $584K | Sell |
8,151
-13,765
| -63% | -$987K | 0.38% | 61 |
|
|
2024
Q3 | $1.85M | Sell |
21,916
-1,955
| -8% | -$165K | 0.07% | 279 |
|
|
2024
Q2 | $1.69M | Buy |
23,871
+1,044
| +5% | +$73.9K | 0.07% | 278 |
|
|
2024
Q1 | $1.46M | Buy |
22,827
+2,800
| +14% | +$179K | 0.06% | 289 |
|
|
2023
Q4 | $1.22M | Buy |
20,027
+7,247
| +57% | +$440K | 0.06% | 289 |
|
|
2023
Q3 | $732K | Buy |
12,780
+1,466
| +13% | +$84K | 0.04% | 349 |
|
|
2023
Q2 | $839K | Hold |
11,314
| – | – | 0.05% | 281 |
|
|
2023
Q1 | $872K | Sell |
11,314
-1,919
| -15% | -$148K | 0.06% | 258 |
|
|
2022
Q4 | $1.11M | Buy |
13,233
+118
| +0.9% | +$9.87K | 0.08% | 222 |
|
|
2022
Q3 | $1.03M | Buy |
13,115
+2,328
| +22% | +$182K | 0.08% | 223 |
|
|
2022
Q2 | $836K | Buy |
10,787
+7,195
| +200% | +$558K | 0.07% | 231 |
|
|
2022
Q1 | $304K | Buy |
3,592
+1,282
| +55% | +$108K | 0.08% | 210 |
|
|
2021
Q4 | $216K | Sell |
2,310
-394
| -15% | -$36.8K | 0.06% | 247 |
|
|
2021
Q3 | $212K | Sell |
2,704
-93
| -3% | -$7.29K | 0.07% | 231 |
|
|
2021
Q2 | $205K | Buy |
2,797
+11
| +0.4% | +$806 | 0.07% | 238 |
|
|
2021
Q1 | $211K | Sell |
2,786
-16,019
| -85% | -$1.21M | 0.09% | 199 |
|
|
2020
Q4 | $1.45M | Buy |
18,805
+15,309
| +438% | +$1.18M | 0.28% | 92 |
|
|
2020
Q3 | $243K | Buy |
+3,496
| New | +$243K | 0.05% | 239 |
|