CFFP
Center for Financial Planning’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Sell |
34,928
-67
| -0.2% | -$4.65K | 0.28% | 28 |
|
|
2025
Q1 | $2.48M | Buy |
34,995
+870
| +3% | +$61.7K | 0.32% | 26 |
|
|
2024
Q4 | $2.45M | Sell |
34,125
-89
| -0.3% | -$6.38K | 0.33% | 27 |
|
|
2024
Q3 | $2.89M | Sell |
34,214
-790
| -2% | -$66.8K | 0.39% | 21 |
|
|
2024
Q2 | $2.48M | Buy |
35,004
+1,031
| +3% | +$73K | 0.36% | 22 |
|
|
2024
Q1 | $2.17M | Sell |
33,973
-212
| -0.6% | -$13.5K | 0.32% | 26 |
|
|
2023
Q4 | $2.08M | Sell |
34,185
-1,032
| -3% | -$62.7K | 0.38% | 24 |
|
|
2023
Q3 | $2.02M | Buy |
35,217
+522
| +2% | +$29.9K | 0.44% | 23 |
|
|
2023
Q2 | $2.57M | Buy |
34,695
+129
| +0.4% | +$9.57K | 0.54% | 16 |
|
|
2023
Q1 | $2.66M | Sell |
34,566
-232
| -0.7% | -$17.9K | 0.61% | 13 |
|
|
2022
Q4 | $2.91M | Hold |
34,798
| – | – | 0.71% | 13 |
|
|
2022
Q3 | $2.73M | Sell |
34,798
-132
| -0.4% | -$10.4K | 0.73% | 14 |
|
|
2022
Q2 | $2.71M | Hold |
34,930
| – | – | 0.69% | 14 |
|
|
2022
Q1 | $2.96M | Hold |
34,930
| – | – | 0.61% | 15 |
|
|
2021
Q4 | $3.26M | Buy |
34,930
+17
| +0% | +$1.59K | 0.67% | 13 |
|
|
2021
Q3 | $2.74M | Buy |
34,913
+1,600
| +5% | +$126K | 0.67% | 16 |
|
|
2021
Q2 | $2.44M | Hold |
33,313
| – | – | 0.6% | 17 |
|
|
2021
Q1 | $2.52M | Buy |
33,313
+1,350
| +4% | +$102K | 0.66% | 15 |
|
|
2020
Q4 | $2.47M | Buy |
31,963
+23,656
| +285% | +$1.83M | 0.7% | 14 |
|
|
2020
Q3 | $2.31M | Hold |
8,307
| – | – | 0.74% | 14 |
|
|
2020
Q2 | $2M | Sell |
8,307
-23
| -0.3% | -$5.52K | 0.7% | 15 |
|
|
2020
Q1 | $2M | Buy |
8,330
+587
| +8% | +$141K | 0.68% | 13 |
|
|
2019
Q4 | $1.88M | Buy |
+7,743
| New | +$1.88M | 0.47% | 18 |
|