Castleview 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 |
-14,402
| Closed | -$1.03M | – | 431 |
|
|
2024
Q4 | $1.03M | Sell |
14,402
-7,320
| -34% | -$524K | 0.56% | 41 |
|
|
2024
Q3 | $1.84M | Buy |
21,722
+7,343
| +51% | +$621K | 1.06% | 16 |
|
|
2024
Q2 | $1.02M | Sell |
14,379
-16,471
| -53% | -$1.17M | 0.58% | 36 |
|
|
2024
Q1 | $1.97M | Buy |
30,850
+19,497
| +172% | +$1.25M | 1.1% | 12 |
|
|
2023
Q4 | $690K | Buy |
11,353
+4,968
| +78% | +$302K | 0.48% | 41 |
|
|
2023
Q3 | $366K | Buy |
6,385
+6,168
| +2,842% | +$353K | 0.34% | 64 |
|
|
2023
Q2 | $16.1K | Sell |
217
-3,689
| -94% | -$274K | 0.01% | 382 |
|
|
2023
Q1 | $301K | Buy |
3,906
+1,523
| +64% | +$117K | 0.27% | 91 |
|
|
2022
Q4 | $199K | Buy |
2,383
+130
| +6% | +$10.9K | 0.19% | 122 |
|
|
2022
Q3 | $177K | Sell |
2,253
-875
| -28% | -$68.7K | 0.17% | 129 |
|
|
2022
Q2 | $320K | Sell |
3,128
-434
| -12% | -$44.4K | 0.25% | 91 |
|
|
2022
Q1 | $301K | Sell |
3,562
-450,471
| -99% | -$38.1M | 0.19% | 115 |
|
|
2021
Q4 | $4.86K | Buy |
+454,033
| New | +$4.86K | 0.04% | 161 |
|
|
2021
Q2 | $366K | Buy |
+4,988
| New | +$366K | 0.16% | 133 |
|