CFS Investment Advisory Services’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.83M Buy
2025
Q2
$2.26M Buy
2025
Q1
$2.09M Sell
2024
Q4
$2.15M Sell
2024
Q3
$2.58M Sell
2024
Q2
$2.17M Buy
2024
Q1
$1.93M Buy
2023
Q4
$1.76M Buy
2023
Q3
$1.48M Buy
2023
Q2
$1.88M Buy
2023
Q1
$801K Sell
2022
Q4
$913K Sell
2022
Q3
$1.02M Buy
2022
Q2
$1.08M Sell
2022
Q1
$18K Buy
2021
Q4
$1.45M Buy
2021
Q3
$1.4M Buy