CWS
Confluence Wealth Services’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
38,031
+472
| +1% | +$32.8K | 0.14% | 74 |
|
|
2025
Q1 | $2.53M | Buy |
37,559
+16,148
| +75% | +$1.09M | 0.16% | 71 |
|
|
2024
Q4 | $1.48M | Buy |
21,411
+844
| +4% | +$58.4K | 0.1% | 103 |
|
|
2024
Q3 | $1.74M | Buy |
20,567
+1,659
| +9% | +$140K | 0.13% | 86 |
|
|
2024
Q2 | $1.34M | Buy |
18,908
+8,546
| +82% | +$605K | 0.11% | 112 |
|
|
2024
Q1 | $662K | Buy |
10,362
+1,170
| +13% | +$74.8K | 0.06% | 175 |
|
|
2023
Q4 | $558K | Sell |
9,192
-863
| -9% | -$52.4K | 0.06% | 174 |
|
|
2023
Q3 | $576K | Buy |
10,055
+206
| +2% | +$11.8K | 0.11% | 139 |
|
|
2023
Q2 | $731K | Buy |
9,849
+1,326
| +16% | +$98.4K | 0.15% | 116 |
|
|
2023
Q1 | $657K | Buy |
8,523
+236
| +3% | +$18.2K | 0.15% | 119 |
|
|
2022
Q4 | $693K | Hold |
8,287
| – | – | 0.18% | 110 |
|
|
2022
Q3 | $649K | Sell |
8,287
-2,693
| -25% | -$211K | 0.27% | 99 |
|
|
2022
Q2 | $981K | Buy |
10,980
+6,199
| +130% | +$554K | 0.43% | 81 |
|
|
2022
Q1 | $404K | Buy |
4,781
+19
| +0.4% | +$1.61K | 0.15% | 162 |
|
|
2021
Q4 | $444K | Buy |
+4,762
| New | +$444K | 0.14% | 153 |
|