CFGS
Concourse Financial Group Securities’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-31,697
| Closed | -$2.17M | – | 5351 |
|
|
2024
Q4 | $2.17M | Buy |
31,697
+396
| +1% | +$27.1K | 0.12% | 174 |
|
|
2024
Q3 | $2.65M | Buy |
31,301
+31
| +0.1% | +$2.62K | 0.16% | 142 |
|
|
2024
Q2 | $2.21M | Buy |
31,270
+2,033
| +7% | +$144K | 0.14% | 154 |
|
|
2024
Q1 | $1.87M | Buy |
29,237
+2,355
| +9% | +$151K | 0.12% | 177 |
|
|
2023
Q4 | $1.63M | Buy |
26,882
+2,511
| +10% | +$153K | 0.12% | 181 |
|
|
2023
Q3 | $1.4M | Buy |
24,371
+916
| +4% | +$52.5K | 0.11% | 194 |
|
|
2023
Q2 | $1.74M | Sell |
23,455
-16
| -0.1% | -$1.19K | 0.13% | 159 |
|
|
2023
Q1 | $1.81M | Buy |
23,471
+690
| +3% | +$53.2K | 0.14% | 156 |
|
|
2022
Q4 | $1.9M | Buy |
22,781
+265
| +1% | +$22.2K | 0.15% | 148 |
|
|
2022
Q3 | $1.77M | Sell |
22,516
-102
| -0.5% | -$8K | 0.17% | 135 |
|
|
2022
Q2 | $1.75M | Sell |
22,618
-399
| -2% | -$30.9K | 0.15% | 151 |
|
|
2022
Q1 | $1.95M | Sell |
23,017
-9,356
| -29% | -$793K | 0.14% | 150 |
|
|
2021
Q4 | $3.02M | Buy |
32,373
+1,955
| +6% | +$182K | 0.17% | 120 |
|
|
2021
Q3 | $2.39M | Buy |
30,418
+1,737
| +6% | +$136K | 0.15% | 135 |
|
|
2021
Q2 | $2.1M | Buy |
28,681
+1,475
| +5% | +$108K | 0.13% | 142 |
|
|
2021
Q1 | $2.06M | Sell |
27,206
-1,347
| -5% | -$102K | 0.14% | 131 |
|
|
2020
Q4 | $2.2M | Buy |
28,553
+21,496
| +305% | +$1.66M | 0.17% | 127 |
|
|
2020
Q3 | $1.96M | Sell |
7,057
-80
| -1% | -$22.2K | 0.17% | 119 |
|
|
2020
Q2 | $1.71M | Sell |
7,137
-194
| -3% | -$46.6K | 0.17% | 115 |
|
|
2020
Q1 | $1.76M | Buy |
7,331
+789
| +12% | +$190K | 0.19% | 113 |
|
|
2019
Q4 | $1.58M | Buy |
6,542
+4,625
| +241% | +$1.12M | 0.16% | 118 |
|
|
2019
Q3 | $447K | Sell |
1,917
-4,598
| -71% | -$1.07M | 0.11% | 149 |
|
|
2019
Q2 | $1.34M | Buy |
6,515
+652
| +11% | +$134K | 0.14% | 125 |
|
|
2019
Q1 | $1.13M | Buy |
5,863
+1,072
| +22% | +$207K | 0.12% | 151 |
|
|
2018
Q4 | $832K | Buy |
4,791
+3,450
| +257% | +$599K | 0.1% | 181 |
|
|
2018
Q3 | $225K | Buy |
+1,341
| New | +$225K | 0.06% | 260 |
|