CPIG
Chicago Partners Investment Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
22,322
+1,533
| +7% | +$112K | 0.05% | 293 |
|
|
2025
Q1 | $1.4M | Sell |
20,789
-913
| -4% | -$61.5K | 0.05% | 294 |
|
|
2024
Q4 | $1.53M | Sell |
21,702
-655
| -3% | -$46.3K | 0.05% | 269 |
|
|
2024
Q3 | $1.9M | Buy |
22,357
+1,512
| +7% | +$128K | 0.07% | 222 |
|
|
2024
Q2 | $1.55M | Buy |
20,845
+2,406
| +13% | +$179K | 0.06% | 249 |
|
|
2024
Q1 | $1.22M | Buy |
18,439
+570
| +3% | +$37.7K | 0.05% | 284 |
|
|
2023
Q4 | $1.02M | Sell |
17,869
-715
| -4% | -$40.8K | 0.05% | 300 |
|
|
2023
Q3 | $957K | Buy |
18,584
+360
| +2% | +$18.5K | 0.05% | 292 |
|
|
2023
Q2 | $1.31M | Buy |
18,224
+157
| +0.9% | +$11.3K | 0.07% | 253 |
|
|
2023
Q1 | $1.43M | Buy |
18,067
+2,735
| +18% | +$216K | 0.08% | 221 |
|
|
2022
Q4 | $1.17M | Buy |
15,332
+633
| +4% | +$48.2K | 0.07% | 242 |
|
|
2022
Q3 | $1.14M | Buy |
14,699
+562
| +4% | +$43.4K | 0.08% | 222 |
|
|
2022
Q2 | $1.19M | Buy |
14,137
+577
| +4% | +$48.7K | 0.09% | 204 |
|
|
2022
Q1 | $963K | Buy |
13,560
+119
| +0.9% | +$8.45K | 0.07% | 209 |
|
|
2021
Q4 | $1.01M | Buy |
13,441
+273
| +2% | +$20.5K | 0.07% | 219 |
|
|
2021
Q3 | $1.12M | Buy |
13,168
+1,198
| +10% | +$102K | 0.08% | 202 |
|
|
2021
Q2 | $921K | Buy |
11,970
+428
| +4% | +$32.9K | 0.07% | 230 |
|
|
2021
Q1 | $899K | Buy |
11,542
+128
| +1% | +$9.97K | 0.07% | 214 |
|
|
2020
Q4 | $961K | Buy |
11,414
+826
| +8% | +$69.5K | 0.09% | 181 |
|
|
2020
Q3 | $805K | Buy |
10,588
+8,104
| +326% | +$616K | 0.1% | 168 |
|
|
2020
Q2 | $690K | Buy |
2,484
+13
| +0.5% | +$3.61K | 0.09% | 177 |
|
|
2020
Q1 | $608K | Buy |
2,471
+9
| +0.4% | +$2.21K | 0.09% | 167 |
|
|
2019
Q4 | $621K | Sell |
2,462
-2
| -0.1% | -$504 | 0.08% | 191 |
|
|
2019
Q3 | $585K | Buy |
2,464
+57
| +2% | +$13.5K | 0.08% | 184 |
|
|
2019
Q2 | $504K | Buy |
2,407
+30
| +1% | +$6.28K | 0.07% | 188 |
|
|
2019
Q1 | $450K | Hold |
2,377
| – | – | 0.07% | 192 |
|
|
2018
Q4 | $417K | Sell |
2,377
-219
| -8% | -$38.4K | 0.06% | 218 |
|
|
2018
Q3 | $449K | Buy |
2,596
+261
| +11% | +$45.1K | 0.07% | 197 |
|
|
2018
Q2 | $390K | Sell |
2,335
-140
| -6% | -$23.4K | 0.06% | 204 |
|
|
2018
Q1 | $404K | Buy |
2,475
+275
| +13% | +$44.9K | 0.07% | 180 |
|
|
2017
Q4 | $344K | Hold |
2,200
| – | – | 0.06% | 204 |
|
|
2017
Q3 | $322K | Buy |
2,200
+1,800
| +450% | +$263K | 0.06% | 209 |
|
|
2017
Q2 | $52K | Sell |
400
-1,600
| -80% | -$208K | 0.01% | 380 |
|
|
2017
Q1 | $257K | Hold |
2,000
| – | – | 0.07% | 166 |
|
|
2016
Q4 | $239K | Hold |
2,000
| – | – | 0.09% | 155 |
|
|
2016
Q3 | $245K | Hold |
2,000
| – | – | 0.1% | 150 |
|
|
2016
Q2 | $261K | Hold |
2,000
| – | – | 0.13% | 112 |
|
|
2016
Q1 | $237K | Hold |
2,000
| – | – | 0.12% | 109 |
|
|
2015
Q4 | $208K | Hold |
2,000
| – | – | 0.1% | 148 |
|
|
2015
Q3 | $195K | Hold |
2,000
| – | – | 0.11% | 130 |
|
|
2015
Q2 | $196K | Buy |
2,000
+42
| +2% | +$4.12K | 0.09% | 137 |
|
|
2015
Q1 | $208K | Sell |
1,958
-42
| -2% | -$4.46K | 0.09% | 123 |
|
|
2014
Q4 | $213K | Buy |
+2,000
| New | +$213K | 0.09% | 116 |
|