CJM Wealth Advisers’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 | $947K | Buy |
13,648
+71
| +0.5% | +$4.93K | 0.32% | 31 |
|
|
2025
Q1 | $962K | Buy |
13,577
+9,269
| +215% | +$657K | 0.34% | 29 |
|
|
2024
Q4 | $309K | Sell |
4,308
-153
| -3% | -$11K | 0.1% | 52 |
|
|
2024
Q3 | $377K | Buy |
4,461
+180
| +4% | +$15.2K | 0.13% | 45 |
|
|
2024
Q2 | $299K | Hold |
4,281
| – | – | 0.11% | 46 |
|
|
2024
Q1 | $274K | Sell |
4,281
-88
| -2% | -$5.62K | 0.1% | 52 |
|
|
2023
Q4 | $265K | Buy |
+4,369
| New | +$265K | 0.12% | 48 |
|