Cascade Financial Partners’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 | $1.6M | Sell |
23,088
-196
| -0.8% | -$13.6K | 0.19% | 86 |
|
|
2025
Q1 | $1.65M | Sell |
23,284
-1,451
| -6% | -$103K | 0.21% | 83 |
|
|
2024
Q4 | $1.77M | Buy |
24,735
+1,050
| +4% | +$75.3K | 0.23% | 67 |
|
|
2024
Q3 | $1.98M | Sell |
23,685
-1,960
| -8% | -$164K | 0.25% | 68 |
|
|
2024
Q2 | $1.82M | Sell |
25,645
-46
| -0.2% | -$3.26K | 0.24% | 69 |
|
|
2024
Q1 | $1.62M | Buy |
+25,691
| New | +$1.62M | 0.23% | 69 |
|