CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
35,030
+1,203
| +4% | +$83.5K | 0.04% | 116 |
|
|
2025
Q1 | $2.4M | Sell |
33,827
-4,025
| -11% | -$285K | 0.04% | 109 |
|
|
2024
Q4 | $2.71M | Buy |
37,852
+552
| +1% | +$39.6K | 0.05% | 97 |
|
|
2024
Q3 | $3.15M | Buy |
37,300
+3,185
| +9% | +$269K | 0.07% | 85 |
|
|
2024
Q2 | $2.42M | Buy |
34,115
+3,732
| +12% | +$264K | 0.05% | 97 |
|
|
2024
Q1 | $1.94M | Sell |
30,383
-4,024
| -12% | -$257K | 0.04% | 102 |
|
|
2023
Q4 | $2.09M | Buy |
34,407
+4,077
| +13% | +$248K | 0.05% | 102 |
|
|
2023
Q3 | $1.74M | Sell |
30,330
-524
| -2% | -$30K | 0.05% | 105 |
|
|
2023
Q2 | $2.29M | Sell |
30,854
-3,955
| -11% | -$293K | 0.06% | 91 |
|
|
2023
Q1 | $2.68M | Buy |
34,809
+3,751
| +12% | +$289K | 0.08% | 84 |
|
|
2022
Q4 | $2.6M | Buy |
31,058
+1,074
| +4% | +$89.8K | 0.1% | 89 |
|
|
2022
Q3 | $2.35M | Buy |
29,984
+794
| +3% | +$62.3K | 0.29% | 39 |
|
|
2022
Q2 | $2.26M | Buy |
29,190
+119
| +0.4% | +$9.22K | 0.09% | 91 |
|
|
2022
Q1 | $2.46M | Sell |
29,071
-2,472
| -8% | -$209K | 0.09% | 93 |
|
|
2021
Q4 | $2.95M | Buy |
31,543
+1,235
| +4% | +$115K | 0.11% | 78 |
|
|
2021
Q3 | $2.38M | Sell |
30,308
-492
| -2% | -$38.6K | 0.09% | 91 |
|
|
2021
Q2 | $2.26M | Buy |
30,800
+49
| +0.2% | +$3.59K | 0.09% | 93 |
|
|
2021
Q1 | $2.33M | Buy |
30,751
+12,043
| +64% | +$911K | 0.11% | 85 |
|
|
2020
Q4 | $1.44M | Buy |
+18,708
| New | +$1.44M | 0.07% | 103 |
|
|
2019
Q1 | – | Sell |
-10,706
| Closed | -$1.86M | – | 130 |
|
|
2018
Q4 | $1.86M | Buy |
10,706
+20
| +0.2% | +$3.48K | 0.19% | 74 |
|
|
2018
Q3 | $1.79M | Sell |
10,686
-37,259
| -78% | -$6.24M | 0.17% | 67 |
|
|
2018
Q2 | $8.01M | Buy |
47,945
+37,470
| +358% | +$6.26M | 0.78% | 31 |
|
|
2018
Q1 | $1.71M | Buy |
10,475
+27
| +0.3% | +$4.41K | 0.17% | 63 |
|
|
2017
Q4 | $1.63M | Buy |
10,448
+137
| +1% | +$21.4K | 0.17% | 63 |
|
|
2017
Q3 | $1.51M | Sell |
10,311
-81
| -0.8% | -$11.9K | 0.16% | 74 |
|
|
2017
Q2 | $1.46M | Buy |
10,392
+1
| +0% | +$140 | 0.16% | 75 |
|
|
2017
Q1 | $1.33M | Sell |
10,391
-212
| -2% | -$27.2K | 0.15% | 83 |
|
|
2016
Q4 | $1.27M | Buy |
10,603
+92
| +0.9% | +$11K | 0.14% | 81 |
|
|
2016
Q3 | $1.29M | Buy |
+10,511
| New | +$1.29M | 0.16% | 76 |
|