Cary Street Partners Investment Advisory’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 | $606K | Buy |
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|
2025
Q1 | $601K | Buy |
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|
2024
Q4 | $584K | Sell |
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|
2024
Q3 | $1.85M | Sell |
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|
2024
Q2 | $1.69M | Buy |
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|
2024
Q1 | $1.46M | Buy |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $732K | Buy |
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|
2023
Q2 | $839K | Hold |
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|
2023
Q1 | $872K | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $836K | Buy |
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|
2022
Q1 | $304K | Buy |
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|
2021
Q4 | $216K | Sell |
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|
2021
Q3 | $212K | Sell |
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|
2021
Q2 | $205K | Buy |
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|
2021
Q1 | $211K | Sell |
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|
2020
Q4 | $1.45M | Buy |
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|
2020
Q3 | $243K | Buy |
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