CBIZ Investment Advisory Services’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 | $30.2K | Buy |
435
+155
| +55% | +$10.8K | ﹤0.01% | 193 |
|
|
2025
Q1 | $19.8K | Buy |
280
+126
| +82% | +$8.93K | ﹤0.01% | 232 |
|
|
2024
Q4 | $11K | Buy |
154
+49
| +47% | +$3.51K | ﹤0.01% | 269 |
|
|
2024
Q3 | $8.89K | Buy |
105
+28
| +36% | +$2.37K | ﹤0.01% | 272 |
|
|
2024
Q2 | $5.45K | Sell |
77
-323
| -81% | -$22.8K | ﹤0.01% | 290 |
|
|
2024
Q1 | $25.6K | Buy |
+400
| New | +$25.6K | ﹤0.01% | 141 |
|