CFS Investment Advisory Services’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
Q2 | $2.26M | Buy |
32,529
+3,014
| +10% | +$209K | 0.18% | 105 |
|
|
2025
Q1 | $2.09M | Sell |
29,515
-464
| -2% | -$32.9K | 0.19% | 100 |
|
|
2024
Q4 | $2.15M | Sell |
29,979
-601
| -2% | -$43.1K | 0.19% | 98 |
|
|
2024
Q3 | $2.59M | Sell |
30,580
-75
| -0.2% | -$6.34K | 0.22% | 86 |
|
|
2024
Q2 | $2.17M | Buy |
30,655
+402
| +1% | +$28.5K | 0.18% | 89 |
|
|
2024
Q1 | $1.93M | Buy |
30,253
+1,300
| +4% | +$83.1K | 0.33% | 53 |
|
|
2023
Q4 | $1.76M | Buy |
28,953
+3,147
| +12% | +$191K | 0.32% | 53 |
|
|
2023
Q3 | $1.48M | Buy |
25,806
+466
| +2% | +$26.7K | 0.24% | 70 |
|
|
2023
Q2 | $1.88M | Buy |
25,340
+14,945
| +144% | +$1.11M | 0.24% | 78 |
|
|
2023
Q1 | $801K | Sell |
10,395
-529
| -5% | -$40.8K | 0.15% | 78 |
|
|
2022
Q4 | $913K | Sell |
10,924
-1,008,859
| -99% | -$84.3M | 0.21% | 62 |
|
|
2022
Q3 | $1.02M | Buy |
1,019,783
+1,005,883
| +7,237% | +$1.01M | 0.23% | 57 |
|
|
2022
Q2 | $1.08M | Sell |
13,900
-1,525,874
| -99% | -$118M | 0.16% | 123 |
|
|
2022
Q1 | $18K | Buy |
1,539,774
+1,521,220
| +8,199% | +$17.8K | 0.08% | 121 |
|
|
2021
Q4 | $1.45M | Buy |
18,554
+691
| +4% | +$54K | 0.19% | 109 |
|
|
2021
Q3 | $1.4M | Buy |
+17,863
| New | +$1.4M | 0.19% | 123 |
|