CIBC Private Wealth Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517M | Sell |
7,444,585
-513,263
| -6% | -$35.6M | 0.92% | 16 |
|
|
2025
Q1 | $510M | Buy |
7,957,848
+1,331,362
| +20% | +$85.4M | 1.08% | 13 |
|
|
2024
Q4 | $468M | Buy |
6,626,486
+459,596
| +7% | +$32.5M | 0.85% | 20 |
|
|
2024
Q3 | $521M | Sell |
6,166,890
-1,456,103
| -19% | -$123M | 0.93% | 18 |
|
|
2024
Q2 | $550M | Sell |
7,622,993
-610,267
| -7% | -$44M | 1.03% | 14 |
|
|
2024
Q1 | $522M | Buy |
8,233,260
+220,540
| +3% | +$14M | 1.02% | 17 |
|
|
2023
Q4 | $487M | Sell |
8,012,720
-420,356
| -5% | -$25.5M | 1.03% | 18 |
|
|
2023
Q3 | $483M | Sell |
8,433,076
-461,401
| -5% | -$26.4M | 1.14% | 16 |
|
|
2023
Q2 | $660M | Buy |
8,894,477
+1,411,539
| +19% | +$105M | 1.44% | 9 |
|
|
2023
Q1 | $1.1B | Sell |
7,482,938
-296,275
| -4% | -$43.5M | 2.43% | 7 |
|
|
2022
Q4 | $559M | Buy |
7,779,213
+184,614
| +2% | +$13.3M | 1.88% | 7 |
|
|
2022
Q3 | $595M | Buy |
7,594,599
+501,284
| +7% | +$39.3M | 1.6% | 8 |
|
|
2022
Q2 | $549M | Buy |
7,093,315
+104,588
| +1% | +$8.1M | 1.43% | 10 |
|
|
2022
Q1 | $592M | Buy |
6,988,727
+1,792,323
| +34% | +$152M | 1.29% | 11 |
|
|
2021
Q4 | $485M | Sell |
5,196,404
-196,937
| -4% | -$18.4M | 1.01% | 18 |
|
|
2021
Q3 | $423M | Sell |
5,393,341
-36,018
| -0.7% | -$2.83M | 0.99% | 21 |
|
|
2021
Q2 | $398M | Buy |
5,429,359
+1,382,166
| +34% | +$101M | 0.91% | 24 |
|
|
2021
Q1 | $306M | Buy |
4,047,193
+399,133
| +11% | +$30.2M | 0.77% | 34 |
|
|
2020
Q4 | $281M | Buy |
3,648,060
+187,296
| +5% | +$14.4M | 0.74% | 39 |
|
|
2020
Q3 | $240M | Buy |
3,460,764
+873,092
| +34% | +$60.6M | 0.74% | 39 |
|
|
2020
Q2 | $155M | Buy |
2,587,672
+188,708
| +8% | +$11.3M | 0.76% | 41 |
|
|
2020
Q1 | $144M | Buy |
2,398,964
+837,096
| +54% | +$50.4M | 0.62% | 48 |
|
|
2019
Q4 | $94.6M | Buy |
1,561,868
+14,092
| +0.9% | +$853K | 0.31% | 93 |
|
|
2019
Q3 | $90.2M | Sell |
1,547,776
-5,732
| -0.4% | -$334K | 0.32% | 92 |
|
|
2019
Q2 | $79.6M | Buy |
1,553,508
+214,992
| +16% | +$11M | 0.28% | 97 |
|
|
2019
Q1 | $64.7M | Sell |
1,338,516
-997,152
| -43% | -$48.2M | 0.25% | 109 |
|
|
2018
Q4 | $101M | Sell |
2,335,668
-808,252
| -26% | -$35.1M | 0.45% | 68 |
|
|
2018
Q3 | $132M | Buy |
3,143,920
+3,064
| +0.1% | +$128K | 0.5% | 57 |
|
|
2018
Q2 | $131M | Buy |
3,140,856
+328,572
| +12% | +$13.7M | 0.53% | 56 |
|
|
2018
Q1 | $115M | Buy |
2,812,284
+251,080
| +10% | +$10.3M | 0.5% | 60 |
|
|
2017
Q4 | $100M | Sell |
2,561,204
-43,936
| -2% | -$1.72M | 0.42% | 71 |
|
|
2017
Q3 | $95.4M | Buy |
2,605,140
+42,480
| +2% | +$1.56M | 0.44% | 69 |
|
|
2017
Q2 | $89.8M | Sell |
2,562,660
-2,040
| -0.1% | -$71.5K | 0.56% | 59 |
|
|
2017
Q1 | $82.3M | Buy |
2,564,700
+8,412
| +0.3% | +$270K | 0.52% | 65 |
|
|
2016
Q4 | $76.3M | Buy |
2,556,288
+19,352
| +0.8% | +$578K | 0.5% | 66 |
|
|
2016
Q3 | $77.6M | Buy |
2,536,936
+77,028
| +3% | +$2.36M | 0.54% | 64 |
|
|
2016
Q2 | $80.2M | Buy |
2,459,908
+76,960
| +3% | +$2.51M | 0.59% | 59 |
|
|
2016
Q1 | $70.5M | Buy |
2,382,948
+101,208
| +4% | +$2.99M | 0.54% | 67 |
|
|
2015
Q4 | $59.3M | Buy |
2,281,740
+73,604
| +3% | +$1.91M | 0.46% | 69 |
|
|
2015
Q3 | $53.9M | Buy |
2,208,136
+1,523,600
| +223% | +$37.2M | 0.44% | 68 |
|
|
2015
Q2 | $16.8M | Sell |
684,536
-265,476
| -28% | -$6.51M | 0.12% | 143 |
|
|
2015
Q1 | $24.7M | Buy |
950,012
+334,588
| +54% | +$8.7M | 0.18% | 116 |
|
|
2014
Q4 | $16.4M | Sell |
615,424
-275,216
| -31% | -$7.31M | 0.13% | 138 |
|
|
2014
Q3 | $20.9M | Buy |
890,640
+577,864
| +185% | +$13.6M | 0.16% | 125 |
|
|
2014
Q2 | $8.01M | Buy |
312,776
+141,308
| +82% | +$3.62M | 0.07% | 216 |
|
|
2014
Q1 | $4.03M | Buy |
+171,468
| New | +$4.03M | 0.03% | 297 |
|