Cooper Financial Group’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
15,930
-1,665
| -9% | -$116K | 0.13% | 131 |
|
|
2025
Q1 | $1.25M | Buy |
17,595
+1,399
| +9% | +$99.2K | 0.16% | 115 |
|
|
2024
Q4 | $1.16M | Buy |
16,196
+158
| +1% | +$11.3K | 0.14% | 118 |
|
|
2024
Q3 | $1.36M | Buy |
16,038
+1,901
| +13% | +$161K | 0.18% | 103 |
|
|
2024
Q2 | $1M | Buy |
14,137
+1,646
| +13% | +$117K | 0.15% | 124 |
|
|
2024
Q1 | $798K | Sell |
12,491
-73
| -0.6% | -$4.67K | 0.13% | 152 |
|
|
2023
Q4 | $763K | Sell |
12,564
-513
| -4% | -$31.2K | 0.14% | 140 |
|
|
2023
Q3 | $749K | Buy |
13,077
+767
| +6% | +$43.9K | 0.18% | 129 |
|
|
2023
Q2 | $913K | Buy |
12,310
+1,436
| +13% | +$107K | 0.23% | 107 |
|
|
2023
Q1 | $838K | Buy |
10,874
+1,080
| +11% | +$83.2K | 0.23% | 109 |
|
|
2022
Q4 | $819K | Buy |
9,794
+722
| +8% | +$60.4K | 0.25% | 96 |
|
|
2022
Q3 | $711K | Buy |
9,072
+91
| +1% | +$7.13K | 0.26% | 98 |
|
|
2022
Q2 | $696K | Buy |
8,981
+2,002
| +29% | +$155K | 0.25% | 100 |
|
|
2022
Q1 | $591K | Sell |
6,979
-4,917
| -41% | -$416K | 0.22% | 104 |
|
|
2021
Q4 | $1.11M | Buy |
11,896
+718
| +6% | +$67.1K | 0.42% | 58 |
|
|
2021
Q3 | $878K | Buy |
11,178
+1,310
| +13% | +$103K | 0.18% | 85 |
|
|
2021
Q2 | $723K | Buy |
9,868
+1,039
| +12% | +$76.1K | 0.15% | 94 |
|
|
2021
Q1 | $668K | Sell |
8,829
-571
| -6% | -$43.2K | 0.15% | 95 |
|
|
2020
Q4 | $725K | Buy |
9,400
+6,064
| +182% | +$468K | 0.15% | 117 |
|
|
2020
Q3 | $232K | Buy |
+3,336
| New | +$232K | 0.07% | 178 |
|