CIA
Compass Ion Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Sell |
34,148
-483
| -1% | -$33.5K | 0.26% | 49 |
|
|
2025
Q1 | $2.46M | Buy |
34,631
+2
| +0% | +$142 | 0.29% | 43 |
|
|
2024
Q4 | $2.48M | Sell |
34,629
-458
| -1% | -$32.8K | 0.29% | 45 |
|
|
2024
Q3 | $2.97M | Sell |
35,087
-110
| -0.3% | -$9.3K | 0.36% | 36 |
|
|
2024
Q2 | $2.25M | Hold |
35,197
| – | – | 0.32% | 42 |
|
|
2024
Q1 | $2.25M | Sell |
35,197
-291
| -0.8% | -$18.6K | 0.32% | 43 |
|
|
2023
Q4 | $2.16M | Buy |
35,488
+470
| +1% | +$28.5K | 0.33% | 45 |
|
|
2023
Q3 | $2.01M | Buy |
+35,018
| New | +$2.01M | 0.34% | 46 |
|