CCM
Cohen Capital Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.18M | Buy |
103,485
+600
| +0.6% | +$41.7K | 1.17% | 25 |
|
|
2025
Q1 | $7.29M | Hold |
102,885
| – | – | 1.25% | 25 |
|
|
2024
Q4 | $7.38M | Sell |
102,885
-100
| -0.1% | -$7.17K | 1.23% | 25 |
|
|
2024
Q3 | $8.71M | Buy |
102,985
+1,370
| +1% | +$116K | 1.41% | 24 |
|
|
2024
Q2 | $7.2M | Hold |
101,615
| – | – | 1.24% | 24 |
|
|
2024
Q1 | $6.49M | Buy |
101,615
+1,321
| +1% | +$84.4K | 1.14% | 26 |
|
|
2023
Q4 | $6.09M | Hold |
100,294
| – | – | 1.16% | 26 |
|
|
2023
Q3 | $5.75M | Hold |
100,294
| – | – | 1.18% | 25 |
|
|
2023
Q2 | $7.44M | Hold |
100,294
| – | – | 1.45% | 22 |
|
|
2023
Q1 | $7.73M | Hold |
100,294
| – | – | 1.56% | 19 |
|
|
2022
Q4 | $8.38M | Hold |
100,294
| – | – | 1.71% | 17 |
|
|
2022
Q3 | $7.86M | Sell |
100,294
-400
| -0.4% | -$31.4K | 1.73% | 17 |
|
|
2022
Q2 | $7.8M | Hold |
100,694
| – | – | 1.6% | 17 |
|
|
2022
Q1 | $8.53M | Sell |
100,694
-500
| -0.5% | -$42.4K | 1.49% | 19 |
|
|
2021
Q4 | $9.45M | Hold |
101,194
| – | – | 1.55% | 17 |
|
|
2021
Q3 | $7.95M | Hold |
101,194
| – | – | 1.38% | 22 |
|
|
2021
Q2 | $7.42M | Sell |
101,194
-38
| -0% | -$2.78K | 1.27% | 24 |
|
|
2021
Q1 | $7.65M | Hold |
101,232
| – | – | 1.4% | 23 |
|
|
2020
Q4 | $7.81M | Buy |
101,232
+75,174
| +288% | +$5.8M | 1.56% | 19 |
|
|
2020
Q3 | $7.23M | Hold |
26,058
| – | – | 1.63% | 20 |
|
|
2020
Q2 | $6.26M | Hold |
26,058
| – | – | 1.53% | 21 |
|
|
2020
Q1 | $6.27M | Sell |
26,058
-5,300
| -17% | -$1.28M | 1.84% | 18 |
|
|
2019
Q4 | $7.59M | Hold |
31,358
| – | – | 1.65% | 19 |
|
|
2019
Q3 | $7.31M | Hold |
31,358
| – | – | 1.68% | 17 |
|
|
2019
Q2 | $6.42M | Hold |
31,358
| – | – | 1.5% | 23 |
|
|
2019
Q1 | $6.06M | Hold |
31,358
| – | – | 1.46% | 22 |
|
|
2018
Q4 | $5.45M | Buy |
31,358
+240
| +0.8% | +$41.7K | 1.51% | 23 |
|
|
2018
Q3 | $5.22M | Hold |
31,118
| – | – | 1.17% | 28 |
|
|
2018
Q2 | $5.2M | Buy |
31,118
+200
| +0.6% | +$33.4K | 1.2% | 31 |
|
|
2018
Q1 | $5.05M | Hold |
30,918
| – | – | 1.19% | 32 |
|
|
2017
Q4 | $4.83M | Sell |
30,918
-800
| -3% | -$125K | 1.12% | 35 |
|
|
2017
Q3 | $4.65M | Hold |
31,718
| – | – | 1.13% | 35 |
|
|
2017
Q2 | $4.45M | Hold |
31,718
| – | – | 1.11% | 35 |
|
|
2017
Q1 | $4.07M | Hold |
31,718
| – | – | 1.03% | 36 |
|
|
2016
Q4 | $3.79M | Sell |
31,718
-100
| -0.3% | -$11.9K | 1.03% | 38 |
|
|
2016
Q3 | $3.89M | Buy |
31,818
+250
| +0.8% | +$30.6K | 1.09% | 34 |
|
|
2016
Q2 | $4.12M | Hold |
31,568
| – | – | 1.2% | 32 |
|
|
2016
Q1 | $3.28M | Hold |
31,568
| – | – | 0.99% | 35 |
|
|
2015
Q4 | $3.28M | Hold |
31,568
| – | – | 0.99% | 35 |
|
|
2015
Q3 | $3.08M | Hold |
31,568
| – | – | 0.92% | 40 |
|
|
2015
Q2 | $3.1M | Hold |
31,568
| – | – | 0.8% | 52 |
|
|
2015
Q1 | $3.29M | Hold |
31,568
| – | – | 0.84% | 46 |
|
|
2014
Q4 | $3.36M | Hold |
31,568
| – | – | 0.87% | 48 |
|
|
2014
Q3 | $2.96M | Hold |
31,568
| – | – | 0.79% | 51 |
|
|
2014
Q2 | $3.24M | Hold |
31,568
| – | – | 0.84% | 51 |
|
|
2014
Q1 | $3.02M | Hold |
31,568
| – | – | 0.81% | 50 |
|
|
2013
Q4 | $2.7M | Hold |
31,568
| – | – | 0.76% | 53 |
|
|
2013
Q3 | $2.53M | Sell |
31,568
-560
| -2% | -$44.9K | 0.78% | 50 |
|
|
2013
Q2 | $2.62M | Buy |
+32,128
| New | +$2.62M | 0.84% | 48 |
|