CWM
Cedar Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.83K | Buy |
70
+64
| +1,067% | +$4.42K | ﹤0.01% | 191 |
|
|
2025
Q1 | $425 | Hold |
6
| – | – | ﹤0.01% | 194 |
|
|
2024
Q4 | $430 | Hold |
6
| – | – | ﹤0.01% | 192 |
|
|
2024
Q3 | $507 | Sell |
6
-6
| -50% | -$507 | ﹤0.01% | 263 |
|
|
2024
Q2 | $850 | Hold |
12
| – | – | ﹤0.01% | 295 |
|
|
2024
Q1 | $767 | Sell |
12
-6
| -33% | -$384 | ﹤0.01% | 337 |
|
|
2023
Q4 | $1.09K | Hold |
18
| – | – | ﹤0.01% | 270 |
|
|
2023
Q3 | $1.03K | Hold |
18
| – | – | ﹤0.01% | 277 |
|
|
2023
Q2 | $1.34K | Hold |
18
| – | – | ﹤0.01% | 289 |
|
|
2023
Q1 | $1.39K | Hold |
18
| – | – | ﹤0.01% | 282 |
|
|
2022
Q4 | $1.51K | Hold |
18
| – | – | ﹤0.01% | 278 |
|
|
2022
Q3 | $1K | Sell |
18
-6
| -25% | -$333 | ﹤0.01% | 324 |
|
|
2022
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 319 |
|
|
2022
Q1 | $2K | Hold |
24
| – | – | ﹤0.01% | 352 |
|
|
2021
Q4 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 349 |
|