CYG
Clean Yield Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Hold |
6,996
| – | – | 0.15% | 87 |
|
|
2025
Q1 | $496K | Sell |
6,996
-964
| -12% | -$68.3K | 0.16% | 88 |
|
|
2024
Q4 | $571K | Hold |
7,960
| – | – | 0.18% | 84 |
|
|
2024
Q3 | $673K | Hold |
7,960
| – | – | 0.21% | 75 |
|
|
2024
Q2 | $564K | Sell |
7,960
-1,150
| -13% | -$81.4K | 0.21% | 72 |
|
|
2024
Q1 | $582K | Hold |
9,110
| – | – | 0.23% | 72 |
|
|
2023
Q4 | $553K | Hold |
9,110
| – | – | 0.23% | 68 |
|
|
2023
Q3 | $488K | Buy |
9,110
+300
| +3% | +$16.1K | 0.22% | 77 |
|
|
2023
Q2 | $654K | Hold |
8,810
| – | – | 0.27% | 66 |
|
|
2023
Q1 | $679K | Hold |
8,810
| – | – | 0.29% | 67 |
|
|
2022
Q4 | $737K | Buy |
8,810
+830
| +10% | +$69.4K | 0.32% | 67 |
|
|
2022
Q3 | $626K | Hold |
7,980
| – | – | 0.29% | 71 |
|
|
2022
Q2 | $618K | Sell |
7,980
-14
| -0.2% | -$1.08K | 0.26% | 73 |
|
|
2022
Q1 | $677K | Buy |
7,994
+14
| +0.2% | +$1.19K | 0.24% | 81 |
|
|
2021
Q4 | $745K | Hold |
7,980
| – | – | 0.24% | 78 |
|
|
2021
Q3 | $627K | Buy |
7,980
+3,932
| +97% | +$309K | 0.21% | 84 |
|
|
2021
Q2 | $297K | Hold |
4,048
| – | – | 0.1% | 113 |
|
|
2021
Q1 | $306K | Hold |
4,048
| – | – | 0.12% | 105 |
|
|
2020
Q4 | $312K | Buy |
4,048
+3,036
| +300% | +$234K | 0.11% | 103 |
|
|
2020
Q3 | $281K | Hold |
1,012
| – | – | 0.11% | 104 |
|
|
2020
Q2 | $243K | Hold |
1,012
| – | – | 0.11% | 106 |
|
|
2020
Q1 | $244K | Sell |
1,012
-68
| -6% | -$16.4K | 0.12% | 104 |
|
|
2019
Q4 | $262K | Hold |
1,080
| – | – | 0.08% | 132 |
|
|
2019
Q3 | $252K | Sell |
1,080
-262
| -20% | -$61.1K | 0.08% | 125 |
|
|
2019
Q2 | $275K | Buy |
1,342
+68
| +5% | +$13.9K | 0.1% | 115 |
|
|
2019
Q1 | $246K | Sell |
1,274
-500
| -28% | -$96.5K | 0.1% | 120 |
|
|
2018
Q4 | $308K | Hold |
1,774
| – | – | 0.13% | 107 |
|
|
2018
Q3 | $297K | Sell |
1,774
-200
| -10% | -$33.5K | 0.12% | 119 |
|
|
2018
Q2 | $330K | Buy |
1,974
+400
| +25% | +$66.9K | 0.14% | 109 |
|
|
2018
Q1 | $257K | Buy |
+1,574
| New | +$257K | 0.11% | 122 |
|
|
2017
Q2 | – | Sell |
-250
| Closed | -$32K | – | 220 |
|
|
2017
Q1 | $32K | Buy |
+250
| New | +$32K | 0.01% | 217 |
|
|
2016
Q4 | – | Sell |
-460
| Closed | -$56K | – | 225 |
|
|
2016
Q3 | $56K | Hold |
460
| – | – | 0.02% | 178 |
|
|
2016
Q2 | $60K | Hold |
460
| – | – | 0.03% | 170 |
|
|
2016
Q1 | $53K | Buy |
+460
| New | +$53K | 0.02% | 169 |
|
|
2015
Q2 | – | Sell |
-474
| Closed | -$49K | – | 230 |
|
|
2015
Q1 | $49K | Buy |
+474
| New | +$49K | 0.02% | 182 |
|