Cedar Brook Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,601
| Closed | -$422K | – | 272 |
|
|
2024
Q1 | $422K | Buy |
6,601
+123
| +2% | +$7.86K | 0.08% | 234 |
|
|
2023
Q4 | $393K | Buy |
6,478
+133
| +2% | +$8.08K | 0.09% | 231 |
|
|
2023
Q3 | $363K | Sell |
6,345
-614
| -9% | -$35.2K | 0.09% | 217 |
|
|
2023
Q2 | $516K | Buy |
6,959
+44
| +0.6% | +$3.27K | 0.12% | 174 |
|
|
2023
Q1 | $533K | Buy |
6,915
+168
| +2% | +$12.9K | 0.14% | 170 |
|
|
2022
Q4 | $564K | Sell |
6,747
-20
| -0.3% | -$1.67K | 0.16% | 152 |
|
|
2022
Q3 | $531K | Buy |
6,767
+64
| +1% | +$5.02K | 0.17% | 154 |
|
|
2022
Q2 | $519K | Buy |
6,703
+65
| +1% | +$5.03K | 0.16% | 156 |
|
|
2022
Q1 | $562K | Sell |
6,638
-1,778
| -21% | -$151K | 0.15% | 166 |
|
|
2021
Q4 | $786K | Buy |
8,416
+279
| +3% | +$26.1K | 0.2% | 119 |
|
|
2021
Q3 | $639K | Buy |
8,137
+349
| +4% | +$27.4K | 0.19% | 132 |
|
|
2021
Q2 | $571K | Buy |
+7,788
| New | +$571K | 0.17% | 155 |
|
|
2020
Q4 | – | Sell |
-7,652
| Closed | -$531K | – | 335 |
|
|
2020
Q3 | $531K | Buy |
7,652
+732
| +11% | +$50.8K | 0.21% | 130 |
|
|
2020
Q2 | $415K | Buy |
6,920
+152
| +2% | +$9.12K | 0.18% | 149 |
|
|
2020
Q1 | $407K | Buy |
6,768
+476
| +8% | +$28.6K | 0.23% | 130 |
|
|
2019
Q4 | $381K | Sell |
6,292
-1,240
| -16% | -$75.1K | 0.16% | 170 |
|
|
2019
Q3 | $439K | Sell |
7,532
-1,376
| -15% | -$80.2K | 0.19% | 157 |
|
|
2019
Q2 | $456K | Buy |
8,908
+72
| +0.8% | +$3.69K | 0.21% | 153 |
|
|
2019
Q1 | $427K | Buy |
+8,836
| New | +$427K | 0.21% | 155 |
|