Cladis Investment Advisory’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 | $1.78M | Hold |
25,583
| – | – | 1.11% | 24 |
|
|
2025
Q1 | $1.81M | Buy |
25,583
+283
| +1% | +$20.1K | 1.31% | 17 |
|
|
2024
Q4 | $1.81M | Hold |
25,300
| – | – | 1.29% | 19 |
|
|
2024
Q3 | $2.14M | Hold |
25,300
| – | – | 1.48% | 13 |
|
|
2024
Q2 | $1.79M | Hold |
25,300
| – | – | 1.3% | 17 |
|
|
2024
Q1 | $1.62M | Hold |
25,300
| – | – | 1.19% | 21 |
|
|
2023
Q4 | $1.54M | Hold |
25,300
| – | – | 1.21% | 22 |
|
|
2023
Q3 | $1.45M | Hold |
25,300
| – | – | 1.27% | 20 |
|
|
2023
Q2 | $1.88M | Hold |
25,300
| – | – | 1.63% | 12 |
|
|
2023
Q1 | $1.95M | Hold |
25,300
| – | – | 1.75% | 11 |
|
|
2022
Q4 | $2.12M | Hold |
25,300
| – | – | 2.11% | 7 |
|
|
2022
Q3 | $1.98M | Hold |
25,300
| – | – | 2.15% | 7 |
|
|
2022
Q2 | $1.96M | Hold |
25,300
| – | – | 1.96% | 10 |
|
|
2022
Q1 | $2.14M | Buy |
25,300
+1,000
| +4% | +$84.7K | 1.74% | 12 |
|
|
2021
Q4 | $2.27M | Buy |
+24,300
| New | +$2.27M | 1.82% | 11 |
|