CWM
Congress Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1M | Buy |
347,377
+46,910
| +16% | +$3.26M | 0.23% | 102 |
|
|
2025
Q1 | $21.3M | Buy |
300,467
+19,532
| +7% | +$1.38M | 0.26% | 100 |
|
|
2024
Q4 | $20.1M | Sell |
280,935
-32,166
| -10% | -$2.31M | 0.28% | 96 |
|
|
2024
Q3 | $26.5M | Buy |
313,101
+86,462
| +38% | +$7.31M | 0.35% | 68 |
|
|
2024
Q2 | $16M | Buy |
226,639
+47,874
| +27% | +$3.39M | 0.26% | 109 |
|
|
2024
Q1 | $11.4M | Buy |
178,765
+1,867
| +1% | +$119K | 0.2% | 153 |
|
|
2023
Q4 | $10.7M | Buy |
176,898
+2,850
| +2% | +$173K | 0.2% | 146 |
|
|
2023
Q3 | $9.97M | Buy |
174,048
+3,834
| +2% | +$220K | 0.21% | 144 |
|
|
2023
Q2 | $12.6M | Buy |
170,214
+1,275
| +0.8% | +$94.6K | 0.29% | 96 |
|
|
2023
Q1 | $13M | Buy |
168,939
+3,931
| +2% | +$303K | 0.31% | 81 |
|
|
2022
Q4 | $13.8M | Buy |
165,008
+2,420
| +1% | +$202K | 0.35% | 66 |
|
|
2022
Q3 | $12.7M | Buy |
162,588
+2,673
| +2% | +$210K | 0.34% | 69 |
|
|
2022
Q2 | $12.4M | Sell |
159,915
-950
| -0.6% | -$73.6K | 0.32% | 75 |
|
|
2022
Q1 | $13.6M | Sell |
160,865
-9,048
| -5% | -$766K | 0.3% | 87 |
|
|
2021
Q4 | $15.9M | Buy |
+169,913
| New | +$15.9M | 0.32% | 81 |
|