Cassia Capital 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
Q1 | – | Sell |
-4,182
| Closed | -$300K | – | 58 |
|
|
2024
Q4 | $300K | Sell |
4,182
-4,757
| -53% | -$341K | 0.19% | 57 |
|
|
2024
Q3 | $756K | Sell |
8,939
-842
| -9% | -$71.2K | 0.5% | 36 |
|
|
2024
Q2 | $693K | Buy |
9,781
+1,013
| +12% | +$71.7K | 0.46% | 41 |
|
|
2024
Q1 | $560K | Buy |
8,768
+2,987
| +52% | +$191K | 0.37% | 50 |
|
|
2023
Q4 | $351K | Sell |
5,781
-48
| -0.8% | -$2.92K | 0.29% | 53 |
|
|
2023
Q3 | $334K | Buy |
5,829
+139
| +2% | +$7.96K | 0.27% | 51 |
|
|
2023
Q2 | $422K | Buy |
+5,690
| New | +$422K | 0.33% | 46 |
|
|
2022
Q4 | – | Sell |
-4,276
| Closed | -$335K | – | 81 |
|
|
2022
Q3 | $335K | Buy |
4,276
+164
| +4% | +$12.8K | 0.31% | 26 |
|
|
2022
Q2 | $319K | Buy |
4,112
+98
| +2% | +$7.6K | 0.32% | 31 |
|
|
2022
Q1 | $340K | Buy |
4,014
+112
| +3% | +$9.49K | 0.27% | 33 |
|
|
2021
Q4 | $364K | Buy |
+3,902
| New | +$364K | 0.24% | 31 |
|
|
2021
Q3 | – | Sell |
-3,097
| Closed | -$227K | – | 122 |
|
|
2021
Q2 | $227K | Buy |
+3,097
| New | +$227K | 0.17% | 35 |
|