Coastal Bridge Advisors’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 | $3.27M | Buy |
+47,067
| New | +$3.27M | 0.27% | 96 |
|
|
2025
Q1 | – | Sell |
-20,616
| Closed | -$1.48M | – | 350 |
|
|
2024
Q4 | $1.48M | Hold |
20,616
| – | – | 0.37% | 51 |
|
|
2024
Q3 | $1.74M | Sell |
20,616
-20
| -0.1% | -$1.69K | 0.43% | 45 |
|
|
2024
Q2 | $1.46M | Buy |
20,636
+328
| +2% | +$23.2K | 0.36% | 49 |
|
|
2024
Q1 | $1.3M | Hold |
20,308
| – | – | 0.3% | 58 |
|
|
2023
Q4 | $1.23M | Sell |
20,308
-132
| -0.6% | -$8.02K | 0.32% | 54 |
|
|
2023
Q3 | $1.17M | Buy |
20,440
+132
| +0.6% | +$7.56K | 0.31% | 53 |
|
|
2023
Q2 | $1.51M | Buy |
20,308
+225
| +1% | +$16.7K | 0.37% | 44 |
|
|
2023
Q1 | $1.55M | Sell |
20,083
-264
| -1% | -$20.3K | 0.39% | 42 |
|
|
2022
Q4 | $1.7M | Sell |
20,347
-108
| -0.5% | -$9.03K | 0.48% | 42 |
|
|
2022
Q3 | $1.6M | Buy |
20,455
+36
| +0.2% | +$2.82K | 0.43% | 44 |
|
|
2022
Q2 | $1.58M | Buy |
+20,419
| New | +$1.58M | 0.49% | 43 |
|
|
2022
Q1 | – | Sell |
-3,252
| Closed | -$282K | – | 197 |
|
|
2021
Q4 | $282K | Buy |
+3,252
| New | +$282K | 0.06% | 148 |
|