Castleview Partners’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
Q1
Sell
2024
Q4
$1.03M Sell
2024
Q3
$1.84M Buy
2024
Q2
$1.02M Sell
2024
Q1
$1.97M Buy
2023
Q4
$690K Buy
2023
Q3
$366K Buy
2023
Q2
$16.1K Sell
2023
Q1
$301K Buy
2022
Q4
$199K Buy
2022
Q3
$177K Sell
2022
Q2
$320K Sell
2022
Q1
$301K Sell
2021
Q4
$4.86K Buy
2021
Q2
$366K Buy