Cohen Investment 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 | $2.76M | Buy |
39,773
+3,564
| +10% | +$247K | 1.44% | 33 |
|
|
2025
Q1 | $2.57M | Buy |
36,209
+1,672
| +5% | +$119K | 1.49% | 32 |
|
|
2024
Q4 | $2.48M | Buy |
34,537
+445
| +1% | +$31.9K | 1.49% | 30 |
|
|
2024
Q3 | $2.88M | Buy |
34,092
+6,332
| +23% | +$535K | 1.76% | 27 |
|
|
2024
Q2 | $1.59M | Sell |
27,760
-3,986
| -13% | -$228K | 1.28% | 38 |
|
|
2024
Q1 | $2.03M | Buy |
31,746
+2,179
| +7% | +$139K | 1.31% | 37 |
|
|
2023
Q4 | $1.8M | Buy |
29,567
+1,807
| +7% | +$110K | 1.32% | 37 |
|
|
2023
Q3 | $1.59M | Buy |
27,760
+120
| +0.4% | +$6.88K | 1.28% | 38 |
|
|
2023
Q2 | $2.05M | Buy |
27,640
+832
| +3% | +$61.7K | 1.65% | 28 |
|
|
2023
Q1 | $2.07M | Sell |
26,808
-358
| -1% | -$27.6K | 1.63% | 29 |
|
|
2022
Q4 | $2.27M | Buy |
27,166
+530
| +2% | +$44.3K | 1.89% | 25 |
|
|
2022
Q3 | $2.09M | Sell |
26,636
-365
| -1% | -$28.6K | 1.92% | 24 |
|
|
2022
Q2 | $2.09M | Buy |
27,001
+333
| +1% | +$25.8K | 1.79% | 26 |
|
|
2022
Q1 | $2.26M | Buy |
26,668
+120
| +0.5% | +$10.2K | 1.68% | 27 |
|
|
2021
Q4 | $2.48M | Sell |
26,548
-155
| -0.6% | -$14.5K | 1.77% | 25 |
|
|
2021
Q3 | $2.1M | Buy |
26,703
+65
| +0.2% | +$5.1K | 1.61% | 33 |
|
|
2021
Q2 | $1.95M | Sell |
26,638
-385
| -1% | -$28.2K | 1.52% | 37 |
|
|
2021
Q1 | $2.06M | Buy |
27,023
+1,369
| +5% | +$104K | 1.67% | 30 |
|
|
2020
Q4 | $1.98M | Buy |
+25,654
| New | +$1.98M | 1.79% | 25 |
|