CPC
Consolidated Planning Corp’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
3,631
-556
| -13% | -$38.6K | 0.03% | 170 |
|
|
2025
Q1 | $297K | Buy |
4,187
+69
| +2% | +$4.89K | 0.04% | 155 |
|
|
2024
Q4 | $295K | Hold |
4,118
| – | – | 0.04% | 169 |
|
|
2024
Q3 | $348K | Hold |
4,118
| – | – | 0.05% | 150 |
|
|
2024
Q2 | $292K | Hold |
4,118
| – | – | 0.05% | 145 |
|
|
2024
Q1 | $263K | Sell |
4,118
-828
| -17% | -$52.9K | 0.05% | 153 |
|
|
2023
Q4 | $300K | Buy |
4,946
+76
| +2% | +$4.62K | 0.06% | 122 |
|
|
2023
Q3 | $279K | Sell |
4,870
-208
| -4% | -$11.9K | 0.06% | 125 |
|
|
2023
Q2 | $377K | Buy |
+5,078
| New | +$377K | 0.08% | 125 |
|
|
2021
Q4 | – | Sell |
-872
| Closed | -$68K | – | 316 |
|
|
2021
Q3 | $68K | Buy |
+872
| New | +$68K | 0.04% | 138 |
|