Cohen Klingenstein’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 | $4.48M | Hold |
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|
2025
Q2 | $4.12M | Hold |
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|
2025
Q1 | $4.21M | Hold |
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|
2024
Q4 | $4.26M | Hold |
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|
2024
Q3 | $5.02M | Hold |
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|
2024
Q2 | $4.21M | Hold |
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|
2024
Q1 | $3.8M | Hold |
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|
2023
Q4 | $3.61M | Hold |
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|
2023
Q3 | $3.4M | Hold |
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|
2023
Q2 | $4.41M | Hold |
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|
2023
Q1 | $4.58M | Hold |
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|
2022
Q4 | $4.97M | Hold |
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|
2022
Q3 | $4.66M | Hold |
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|
2022
Q2 | $4.6M | Hold |
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|
2022
Q1 | $5.03M | Hold |
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|
2021
Q4 | $5.55M | Hold |
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|
2021
Q3 | $4.66M | Buy |
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|
2021
Q2 | $3.4M | Hold |
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|
2021
Q1 | $3.51M | Hold |
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|
2020
Q4 | $3.58M | Hold |
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|
2020
Q3 | $3.22M | Hold |
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|
2020
Q2 | $2.79M | Hold |
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|
2020
Q1 | $2.79M | Hold |
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|
2019
Q4 | $2.81M | Hold |
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|
2019
Q3 | $2.7M | Hold |
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|
2019
Q2 | $2.38M | Buy |
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|
2019
Q1 | $889K | Hold |
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|
2018
Q4 | $800K | Hold |
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|
2018
Q3 | $771K | Hold |
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|
2018
Q2 | $768K | Hold |
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|
2018
Q1 | $751K | Hold |
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|
2017
Q4 | $718K | Hold |
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|
2017
Q3 | $674K | Hold |
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|
2017
Q2 | $645K | Hold |
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|
2017
Q1 | $591K | Hold |
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|
2016
Q4 | $550K | Hold |
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|
2016
Q3 | $563K | Hold |
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|
2016
Q2 | $600K | Hold |
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|
2016
Q1 | $544K | Hold |
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|
2015
Q4 | $478K | Hold |
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|
2015
Q3 | $449K | Hold |
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|
2015
Q2 | $451K | Hold |
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|
2015
Q1 | $479K | Hold |
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|
2014
Q4 | $489K | Hold |
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|
2014
Q3 | $432K | Hold |
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|
2014
Q2 | $471K | Hold |
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|
2014
Q1 | $440K | Hold |
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|
2013
Q4 | $394K | Hold |
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|
2013
Q3 | $369K | Hold |
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|
2013
Q2 | $375K | Buy |
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