CD
Chapin Davis’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
29,179
+4,346
| +18% | +$302K | 0.56% | 42 |
|
|
2025
Q1 | $1.76M | Buy |
24,833
+9,945
| +67% | +$705K | 0.6% | 39 |
|
|
2024
Q4 | $1.26M | Hold |
14,888
| – | – | 0.41% | 57 |
|
|
2024
Q3 | $1.26M | Buy |
14,888
+639
| +4% | +$54K | 0.41% | 58 |
|
|
2024
Q2 | $1.01M | Buy |
14,249
+1,358
| +11% | +$96.2K | 0.34% | 67 |
|
|
2024
Q1 | $824K | Buy |
12,891
+8,678
| +206% | +$555K | 0.3% | 83 |
|
|
2023
Q4 | $256K | Buy |
4,213
+6
| +0.1% | +$364 | 0.11% | 171 |
|
|
2023
Q3 | $241K | Hold |
4,207
| – | – | 0.12% | 158 |
|
|
2023
Q2 | $312K | Buy |
4,207
+90
| +2% | +$6.68K | 0.15% | 147 |
|
|
2023
Q1 | $317K | Sell |
4,117
-575
| -12% | -$44.3K | 0.16% | 144 |
|
|
2022
Q4 | $392K | Buy |
+4,692
| New | +$392K | 0.23% | 114 |
|