CGC Financial 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 | $34.4K | Sell |
496
-152
| -23% | -$10.6K | 0.01% | 143 |
|
|
2025
Q1 | $45.9K | Sell |
648
-50
| -7% | -$3.55K | 0.02% | 115 |
|
|
2024
Q4 | $50K | Sell |
698
-167
| -19% | -$12K | 0.02% | 106 |
|
|
2024
Q3 | $73.1K | Sell |
865
-60
| -6% | -$5.07K | 0.03% | 92 |
|
|
2024
Q2 | $65.5K | Hold |
925
| – | – | 0.03% | 88 |
|
|
2024
Q1 | $59.1K | Hold |
925
| – | – | 0.03% | 93 |
|
|
2023
Q4 | $56.2K | Hold |
925
| – | – | 0.03% | 102 |
|
|
2023
Q3 | $53K | Hold |
925
| – | – | 0.04% | 84 |
|
|
2023
Q2 | $68.6K | Buy |
+925
| New | +$68.6K | 0.04% | 78 |
|