CGN Advisors’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 | $233K | Sell |
3,357
-251
| -7% | -$17.4K | 0.02% | 285 |
|
|
2025
Q1 | $256K | Buy |
3,608
+201
| +6% | +$14.2K | 0.03% | 271 |
|
|
2024
Q4 | $244K | Buy |
+3,407
| New | +$244K | 0.02% | 277 |
|
|
2021
Q4 | – | Sell |
-2,579
| Closed | -$203K | – | 221 |
|
|
2021
Q3 | $203K | Buy |
+2,579
| New | +$203K | 0.07% | 196 |
|