Cobblestone Capital 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 | $1.88M | Sell |
27,049
-280
| -1% | -$19.4K | 0.1% | 91 |
|
|
2025
Q1 | $1.94M | Buy |
27,329
+2,770
| +11% | +$196K | 0.11% | 85 |
|
|
2024
Q4 | $1.76M | Buy |
24,559
+229
| +0.9% | +$16.4K | 0.1% | 92 |
|
|
2024
Q3 | $2.06M | Buy |
24,330
+535
| +2% | +$45.2K | 0.12% | 80 |
|
|
2024
Q2 | $1.68M | Hold |
23,795
| – | – | 0.1% | 89 |
|
|
2024
Q1 | $1.52M | Sell |
23,795
-192
| -0.8% | -$12.3K | 0.1% | 93 |
|
|
2023
Q4 | $1.46M | Hold |
23,987
| – | – | 0.1% | 93 |
|
|
2023
Q3 | $1.37M | Hold |
23,987
| – | – | 0.1% | 89 |
|
|
2023
Q2 | $1.78M | Sell |
23,987
-8
| -0% | -$594 | 0.13% | 79 |
|
|
2023
Q1 | $1.85M | Hold |
23,995
| – | – | 0.14% | 79 |
|
|
2022
Q4 | $2.01M | Sell |
23,995
-132
| -0.5% | -$11K | 0.15% | 79 |
|
|
2022
Q3 | $1.89M | Sell |
24,127
-150
| -0.6% | -$11.8K | 0.16% | 71 |
|
|
2022
Q2 | $1.88M | Buy |
24,277
+3,806
| +19% | +$295K | 0.14% | 75 |
|
|
2022
Q1 | $1.73M | Sell |
20,471
-398
| -2% | -$33.7K | 0.12% | 82 |
|
|
2021
Q4 | $1.95M | Buy |
20,869
+1,571
| +8% | +$147K | 0.13% | 78 |
|
|
2021
Q3 | $1.52M | Sell |
19,298
-279
| -1% | -$21.9K | 0.1% | 89 |
|
|
2021
Q2 | $1.44M | Buy |
19,577
+707
| +4% | +$51.8K | 0.1% | 100 |
|
|
2021
Q1 | $1.43M | Sell |
18,870
-1,200
| -6% | -$90.7K | 0.1% | 94 |
|
|
2020
Q4 | $1.55M | Buy |
20,070
+1,202
| +6% | +$92.7K | 0.12% | 84 |
|
|
2020
Q3 | $1.31M | Sell |
18,868
-440
| -2% | -$30.5K | 0.11% | 91 |
|
|
2020
Q2 | $1.16M | Buy |
19,308
+900
| +5% | +$54K | 0.1% | 93 |
|
|
2020
Q1 | $1.11M | Sell |
18,408
-360
| -2% | -$21.6K | 0.12% | 91 |
|
|
2019
Q4 | $1.14M | Hold |
18,768
| – | – | 0.1% | 97 |
|
|
2019
Q3 | $1.09M | Buy |
18,768
+4,500
| +32% | +$262K | 0.11% | 95 |
|
|
2019
Q2 | $731K | Sell |
14,268
-932
| -6% | -$47.8K | 0.07% | 123 |
|
|
2019
Q1 | $735K | Buy |
15,200
+868
| +6% | +$42K | 0.07% | 118 |
|
|
2018
Q4 | $623K | Hold |
14,332
| – | – | 0.06% | 120 |
|
|
2018
Q3 | $601K | Hold |
14,332
| – | – | 0.06% | 131 |
|
|
2018
Q2 | $598K | Buy |
14,332
+364
| +3% | +$15.2K | 0.06% | 130 |
|
|
2018
Q1 | $570K | Sell |
13,968
-640
| -4% | -$26.1K | 0.06% | 140 |
|
|
2017
Q4 | $570K | Sell |
14,608
-4,000
| -21% | -$156K | 0.06% | 148 |
|
|
2017
Q3 | $682K | Buy |
18,608
+1,428
| +8% | +$52.3K | 0.08% | 109 |
|
|
2017
Q2 | $602K | Sell |
17,180
-200
| -1% | -$7.01K | 0.08% | 112 |
|
|
2017
Q1 | $558K | Buy |
17,380
+580
| +3% | +$18.6K | 0.07% | 118 |
|
|
2016
Q4 | $502K | Buy |
16,800
+1,160
| +7% | +$34.7K | 0.07% | 122 |
|
|
2016
Q3 | $478K | Buy |
15,640
+1,260
| +9% | +$38.5K | 0.07% | 124 |
|
|
2016
Q2 | $469K | Buy |
14,380
+1,500
| +12% | +$48.9K | 0.07% | 128 |
|
|
2016
Q1 | $381K | Sell |
12,880
-320
| -2% | -$9.47K | 0.06% | 142 |
|
|
2015
Q4 | $343K | Buy |
13,200
+3,220
| +32% | +$83.7K | 0.05% | 153 |
|
|
2015
Q3 | $243K | Buy |
+9,980
| New | +$243K | 0.04% | 149 |
|