Cordatus Wealth Management’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 | $2.51M | Buy |
36,219
+107
| +0.3% | +$7.43K | 0.62% | 48 |
|
2025
Q1 | $2.56M | Buy |
36,112
+592
| +2% | +$42K | 0.7% | 47 |
|
2024
Q4 | $2.55M | Buy |
35,520
+816
| +2% | +$58.5K | 0.67% | 51 |
|
2024
Q3 | $2.93M | Sell |
34,704
-33
| -0.1% | -$2.79K | 1.05% | 28 |
|
2024
Q2 | $2.46M | Sell |
34,737
-1,813
| -5% | -$128K | 0.92% | 31 |
|
2024
Q1 | $2.34M | Buy |
36,550
+1,403
| +4% | +$89.7K | 1.69% | 19 |
|
2023
Q4 | $2.14M | Sell |
35,147
-4,616
| -12% | -$280K | 1.77% | 16 |
|
2023
Q3 | $2.28M | Sell |
39,763
-923
| -2% | -$52.9K | 2.08% | 14 |
|
2023
Q2 | $3.02M | Buy |
40,686
+5,683
| +16% | +$422K | 1.14% | 27 |
|
2023
Q1 | $2.7M | Sell |
35,003
-63
| -0.2% | -$4.86K | 3.44% | 9 |
|
2022
Q4 | $2.93M | Buy |
+35,066
| New | +$2.93M | 4.3% | 4 |
|
2022
Q3 | – | Sell |
-34,100
| Closed | -$2.64M | – | 120 |
|
2022
Q2 | $2.64M | Buy |
34,100
+505
| +2% | +$39.1K | 1.23% | 22 |
|
2022
Q1 | $2.85M | Sell |
33,595
-89
| -0.3% | -$7.54K | 1% | 22 |
|
2021
Q4 | $3.15M | Buy |
33,684
+1,836
| +6% | +$171K | 0.92% | 29 |
|
2021
Q3 | $2.5M | Buy |
+31,848
| New | +$2.5M | 1.92% | 19 |
|
2021
Q1 | $3.23M | Buy |
42,749
+1,081
| +3% | +$81.7K | 1.24% | 14 |
|
2020
Q4 | $3.22M | Buy |
41,668
+10,516
| +34% | +$811K | 1.36% | 13 |
|
2020
Q3 | $2.16M | Sell |
31,152
-332
| -1% | -$23K | 1.04% | 25 |
|
2020
Q2 | $1.89M | Buy |
31,484
+216
| +0.7% | +$13K | 1.04% | 29 |
|
2020
Q1 | $1.88M | Buy |
31,268
+7,092
| +29% | +$427K | 1.36% | 21 |
|
2019
Q4 | $1.46M | Buy |
24,176
+2,812
| +13% | +$170K | 0.73% | 52 |
|
2019
Q3 | $1.24M | Buy |
21,364
+1,376
| +7% | +$80.1K | 0.65% | 56 |
|
2019
Q2 | $1.02M | Buy |
19,988
+488
| +3% | +$25K | 0.6% | 53 |
|
2019
Q1 | $942K | Buy |
19,500
+1,368
| +8% | +$66.1K | 0.52% | 63 |
|
2018
Q4 | $788K | Buy |
+18,132
| New | +$788K | 0.56% | 46 |
|