Cohen Investment Advisors’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.17M Buy
2025
Q2
$2.76M Buy
2025
Q1
$2.57M Buy
2024
Q4
$2.48M Buy
2024
Q3
$2.88M Buy
2024
Q2
$1.59M Sell
2024
Q1
$2.03M Buy
2023
Q4
$1.8M Buy
2023
Q3
$1.59M Buy
2023
Q2
$2.05M Buy
2023
Q1
$2.07M Sell
2022
Q4
$2.27M Buy
2022
Q3
$2.09M Sell
2022
Q2
$2.09M Buy
2022
Q1
$2.26M Buy
2021
Q4
$2.48M Sell
2021
Q3
$2.1M Buy
2021
Q2
$1.95M Sell
2021
Q1
$2.06M Buy
2020
Q4
$1.98M Buy