CIA
Concurrent Investment Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
149,021
+28,435
| +24% | +$1.97M | 0.2% | 110 |
|
|
2025
Q1 | $8.55M | Buy |
120,586
+29,131
| +32% | +$2.07M | 0.21% | 107 |
|
|
2024
Q4 | $6.56M | Buy |
91,455
+1,429
| +2% | +$102K | 0.18% | 118 |
|
|
2024
Q3 | $7.61M | Buy |
90,026
+3,360
| +4% | +$284K | 0.22% | 103 |
|
|
2024
Q2 | $6.14M | Buy |
86,666
+22,286
| +35% | +$1.58M | 0.2% | 113 |
|
|
2024
Q1 | $4.11M | Buy |
64,380
+2,432
| +4% | +$155K | 0.17% | 137 |
|
|
2023
Q4 | $3.76M | Buy |
+61,948
| New | +$3.76M | 0.18% | 137 |
|