CPWA
Cerro Pacific Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $685K | Sell |
9,864
-742
| -7% | -$51.5K | 0.19% | 94 |
|
|
2025
Q1 | $760K | Sell |
10,606
-276
| -3% | -$19.8K | 0.25% | 79 |
|
|
2024
Q4 | $920K | Sell |
10,882
-135
| -1% | -$11.4K | 0.3% | 72 |
|
|
2024
Q3 | $780K | Hold |
11,017
| – | – | 0.29% | 74 |
|
|
2024
Q2 | $780K | Buy |
+11,017
| New | +$780K | 0.3% | 75 |
|
|
2023
Q1 | $684K | Sell |
8,873
-403
| -4% | -$31.1K | 0.38% | 68 |
|
|
2022
Q4 | $776K | Buy |
9,276
+8
| +0.1% | +$669 | 0.41% | 66 |
|
|
2022
Q3 | $727K | Sell |
9,268
-1,135
| -11% | -$89K | 0.44% | 60 |
|
|
2022
Q2 | $806K | Sell |
10,403
-1,393
| -12% | -$108K | 0.5% | 48 |
|
|
2022
Q1 | $999K | Buy |
11,796
+18
| +0.2% | +$1.52K | 0.61% | 43 |
|
|
2021
Q4 | $1.1M | Sell |
11,778
-1,003
| -8% | -$93.7K | 0.7% | 34 |
|
|
2021
Q3 | $1M | Sell |
12,781
-5,039
| -28% | -$396K | 0.72% | 32 |
|
|
2021
Q2 | $1.31M | Buy |
+17,820
| New | +$1.31M | 0.97% | 27 |
|
|
2020
Q4 | $2.12M | Buy |
+27,464
| New | +$2.12M | 1.26% | 16 |
|