Cerity Partners’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.9M | Buy |
1,366,565
+68,041
| +5% | +$4.72M | 0.17% | 128 |
|
|
2025
Q1 | $92.1M | Buy |
1,298,524
+114,098
| +10% | +$8.09M | 0.19% | 113 |
|
|
2024
Q4 | $88.3M | Sell |
1,184,426
-76,698
| -6% | -$5.72M | 0.19% | 110 |
|
|
2024
Q3 | $107M | Buy |
1,261,124
+207,213
| +20% | +$17.5M | 0.24% | 89 |
|
|
2024
Q2 | $74.6M | Sell |
1,053,911
-86,410
| -8% | -$6.12M | 0.2% | 113 |
|
|
2024
Q1 | $72.9M | Buy |
1,140,321
+305,298
| +37% | +$19.5M | 0.19% | 117 |
|
|
2023
Q4 | $50.7M | Buy |
835,023
+214,199
| +35% | +$13M | 0.17% | 131 |
|
|
2023
Q3 | $35.6M | Sell |
620,824
-158,261
| -20% | -$9.07M | 0.17% | 136 |
|
|
2023
Q2 | $57.8M | Buy |
779,085
+14,102
| +2% | +$1.05M | 0.23% | 101 |
|
|
2023
Q1 | $62M | Sell |
764,983
-1,316
| -0.2% | -$107K | 0.15% | 106 |
|
|
2022
Q4 | $64.9M | Buy |
766,299
+530,155
| +225% | +$44.9M | 0.42% | 56 |
|
|
2022
Q3 | $18.5M | Sell |
236,144
-53,449
| -18% | -$4.19M | 0.22% | 94 |
|
|
2022
Q2 | $22.4M | Sell |
289,593
-49,816
| -15% | -$3.86M | 0.25% | 82 |
|
|
2022
Q1 | $28.1M | Buy |
339,409
+20,954
| +7% | +$1.73M | 0.44% | 46 |
|
|
2021
Q4 | $29M | Buy |
318,455
+45,890
| +17% | +$4.18M | 0.44% | 51 |
|
|
2021
Q3 | $21.4M | Buy |
272,565
+76,829
| +39% | +$6.03M | 0.47% | 45 |
|
|
2021
Q2 | $14.3M | Sell |
195,736
-2,720
| -1% | -$199K | 0.31% | 64 |
|
|
2021
Q1 | $15M | Buy |
198,456
+121,522
| +158% | +$9.19M | 0.36% | 60 |
|
|
2020
Q4 | $5.94M | Buy |
76,934
+58,229
| +311% | +$4.49M | 0.19% | 111 |
|
|
2020
Q3 | $5.19M | Buy |
18,705
+12,335
| +194% | +$3.42M | 0.21% | 93 |
|
|
2020
Q2 | $1.53M | Sell |
6,370
-611
| -9% | -$147K | 0.08% | 155 |
|
|
2020
Q1 | $1.68M | Buy |
6,981
+98
| +1% | +$23.6K | 0.11% | 145 |
|
|
2019
Q4 | $1.67M | Sell |
6,883
-2,359
| -26% | -$571K | 0.09% | 177 |
|
|
2019
Q3 | $2.15M | Buy |
9,242
+746
| +9% | +$174K | 0.13% | 154 |
|
|
2019
Q2 | $1.74M | Sell |
8,496
-8,030
| -49% | -$1.65M | 0.11% | 169 |
|
|
2019
Q1 | $3.2M | Buy |
16,526
+2,074
| +14% | +$401K | 0.22% | 96 |
|
|
2018
Q4 | $2.51M | Buy |
14,452
+1,375
| +11% | +$239K | 0.17% | 134 |
|
|
2018
Q3 | $2.19M | Buy |
13,077
+1,442
| +12% | +$242K | 0.15% | 149 |
|
|
2018
Q2 | $1.94M | Sell |
11,635
-440
| -4% | -$73.5K | 0.14% | 152 |
|
|
2018
Q1 | $1.97M | Sell |
12,075
-2,567
| -18% | -$419K | 0.15% | 153 |
|
|
2017
Q4 | $2.29M | Sell |
14,642
-48
| -0.3% | -$7.5K | 0.15% | 142 |
|
|
2017
Q3 | $2.15M | Buy |
+14,690
| New | +$2.15M | 0.15% | 149 |
|
|
2017
Q2 | – | Sell |
-7,159
| Closed | -$919K | – | 413 |
|
|
2017
Q1 | $919K | Buy |
+7,159
| New | +$919K | 0.08% | 194 |
|