CWM
Centric 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 | $942K | Buy |
13,006
+136
| +1% | +$9.85K | 0.22% | 91 |
|
|
2025
Q1 | $912K | Buy |
12,870
+593
| +5% | +$42K | 0.24% | 89 |
|
|
2024
Q4 | $880K | Hold |
12,277
| – | – | 0.24% | 91 |
|
|
2024
Q3 | $915K | Sell |
12,277
-360
| -3% | -$26.8K | 0.24% | 84 |
|
|
2024
Q2 | $938K | Buy |
12,637
+218
| +2% | +$16.2K | 0.27% | 72 |
|
|
2024
Q1 | $832K | Buy |
+12,419
| New | +$832K | 0.26% | 71 |
|
|
2023
Q4 | – | Sell |
-3,660
| Closed | -$210K | – | 163 |
|
|
2023
Q3 | $210K | Hold |
3,660
| – | – | 0.09% | 113 |
|
|
2023
Q2 | $262K | Sell |
3,660
-86
| -2% | -$6.17K | 0.1% | 99 |
|
|
2023
Q1 | $289K | Hold |
3,746
| – | – | 0.13% | 87 |
|
|
2022
Q4 | $313K | Sell |
3,746
-616
| -14% | -$51.5K | 0.16% | 80 |
|
|
2022
Q3 | $342K | Sell |
4,362
-41
| -0.9% | -$3.22K | 0.14% | 88 |
|
|
2022
Q2 | $341K | Buy |
4,403
+29
| +0.7% | +$2.25K | 0.13% | 101 |
|
|
2022
Q1 | $371K | Hold |
4,374
| – | – | 0.12% | 112 |
|
|
2021
Q4 | $408K | Sell |
4,374
-92
| -2% | -$8.58K | 0.13% | 106 |
|
|
2021
Q3 | $351K | Hold |
4,466
| – | – | 0.13% | 109 |
|
|
2021
Q2 | $327K | Buy |
4,466
+452
| +11% | +$33.1K | 0.11% | 116 |
|
|
2021
Q1 | $303K | Buy |
4,014
+3
| +0.1% | +$226 | 0.09% | 169 |
|
|
2020
Q4 | $309K | Buy |
+4,011
| New | +$309K | 0.1% | 153 |
|