Central Valley Advisors’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
Q1 | – | Sell |
-14,642
| Closed | -$1.05M | – | 143 |
|
|
2024
Q4 | $1.05M | Hold |
14,642
| – | – | 0.48% | 54 |
|
|
2024
Q3 | $1.24M | Hold |
14,642
| – | – | 0.7% | 41 |
|
|
2024
Q2 | $72.3K | Sell |
14,642
-483
| -3% | -$2.38K | 0.03% | 133 |
|
|
2024
Q1 | $967K | Buy |
15,125
+18
| +0.1% | +$1.15K | 0.5% | 56 |
|
|
2023
Q4 | $918K | Buy |
+15,107
| New | +$918K | 0.54% | 60 |
|