CIM
CCLA Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,300,285
| Closed | -$93.2M | – | 58 |
|
|
2024
Q4 | $93.2M | Buy |
1,300,285
+62,108
| +5% | +$4.45M | 1.48% | 39 |
|
|
2024
Q3 | $90.9M | Hold |
1,238,177
| – | – | 1.4% | 41 |
|
|
2024
Q2 | $90.9M | Buy |
1,238,177
+14,157
| +1% | +$1.04M | 1.4% | 41 |
|
|
2024
Q1 | $78.2M | Buy |
1,224,020
+1,222,952
| +114,509% | +$78.1M | 1.2% | 49 |
|
|
2023
Q4 | $65.2M | Sell |
1,068
-922,605
| -100% | -$56.3B | 1.07% | 52 |
|
|
2023
Q3 | $52.9M | Buy |
923,673
+155,414
| +20% | +$8.9M | 0.99% | 53 |
|
|
2023
Q2 | $56.9M | Buy |
768,259
+5,252
| +0.7% | +$389K | 1.01% | 55 |
|
|
2023
Q1 | $58.8M | Sell |
763,007
-189,905
| -20% | -$14.6M | 1.16% | 46 |
|
|
2022
Q4 | $79.7M | Sell |
952,912
-85,291
| -8% | -$7.13M | 1.8% | 22 |
|
|
2022
Q3 | $81.7M | Buy |
+1,038,203
| New | +$81.7M | 1.97% | 18 |
|
|
2022
Q1 | $106M | Buy |
1,250,966
+122,155
| +11% | +$10.4M | 1.91% | 17 |
|
|
2021
Q4 | $105M | Sell |
1,128,811
-50,730
| -4% | -$4.74M | 1.73% | 23 |
|
|
2021
Q3 | $92.6M | Buy |
1,179,541
+9,476
| +0.8% | +$744K | 1.53% | 30 |
|
|
2021
Q2 | $85.7K | Buy |
1,170,065
+6,896
| +0.6% | +$505 | 1.04% | 35 |
|
|
2021
Q1 | $87.9M | Sell |
1,163,169
-155,173
| -12% | -$11.7M | 1.76% | 26 |
|
|
2020
Q4 | $101M | Buy |
1,318,342
+990,050
| +302% | +$75.6M | 2.26% | 10 |
|
|
2020
Q3 | $91.1M | Buy |
328,292
+57,330
| +21% | +$15.9M | 2.47% | 11 |
|
|
2020
Q2 | $65.1M | Buy |
+270,962
| New | +$65.1M | 2.03% | 20 |
|