CIA
Cascade Investment Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-680
| Closed | -$52.4K | – | 180 |
|
|
2023
Q1 | $52.4K | Buy |
+680
| New | +$52.4K | 0.04% | 140 |
|
|
2022
Q3 | – | Sell |
-680
| Closed | -$52.7K | – | 180 |
|
|
2022
Q2 | $52.7K | Hold |
680
| – | – | 0.04% | 146 |
|
|
2022
Q1 | $57.6K | Hold |
680
| – | – | 0.04% | 157 |
|
|
2021
Q4 | $63.5K | Hold |
680
| – | – | 0.04% | 153 |
|
|
2021
Q3 | $53.4K | Hold |
680
| – | – | 0.03% | 156 |
|
|
2021
Q2 | $49.8K | Hold |
680
| – | – | 0.03% | 160 |
|
|
2021
Q1 | $51.4K | Hold |
680
| – | – | 0.03% | 161 |
|
|
2020
Q4 | $52.5K | Buy |
680
+510
| +300% | +$39.3K | 0.04% | 155 |
|
|
2020
Q3 | $47.2K | Hold |
170
| – | – | 0.04% | 155 |
|
|
2020
Q2 | $40.8K | Hold |
170
| – | – | 0.04% | 156 |
|
|
2020
Q1 | $40.9K | Hold |
170
| – | – | 0.05% | 145 |
|
|
2019
Q4 | $41.2K | Hold |
170
| – | – | 0.03% | 160 |
|
|
2019
Q3 | $39.6K | Hold |
170
| – | – | 0.03% | 161 |
|
|
2019
Q2 | $34.8K | Hold |
170
| – | – | 0.03% | 161 |
|
|
2019
Q1 | $32.9K | Hold |
170
| – | – | 0.03% | 152 |
|
|
2018
Q4 | $29.5K | Sell |
170
-30
| -15% | -$5.22K | 0.03% | 153 |
|
|
2018
Q3 | $33.5K | Sell |
200
-15
| -7% | -$2.51K | 0.03% | 144 |
|
|
2018
Q2 | $35.9K | Hold |
215
| – | – | 0.03% | 140 |
|
|
2018
Q1 | $35.1K | Hold |
215
| – | – | 0.03% | 139 |
|
|
2017
Q4 | $33.6K | Hold |
215
| – | – | 0.03% | 138 |
|
|
2017
Q3 | $31.5K | Hold |
215
| – | – | 0.03% | 136 |
|
|
2017
Q2 | $30.1K | Hold |
215
| – | – | 0.03% | 136 |
|
|
2017
Q1 | $27.6K | Buy |
+215
| New | +$27.6K | 0.02% | 124 |
|