CWM
Core 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 | $1.7M | Buy |
24,418
+204
| +0.8% | +$14.2K | 0.6% | 8 |
|
|
2025
Q1 | $1.72M | Sell |
24,214
-99
| -0.4% | -$7.02K | 0.66% | 8 |
|
|
2024
Q4 | $1.74M | Sell |
24,313
-762
| -3% | -$54.6K | 0.68% | 8 |
|
|
2024
Q3 | $1.78M | Hold |
25,075
| – | – | 0.72% | 8 |
|
|
2024
Q2 | $1.78M | Buy |
25,075
+9,996
| +66% | +$708K | 0.72% | 8 |
|
|
2024
Q1 | $964K | Buy |
15,079
+188
| +1% | +$12K | 0.42% | 9 |
|
|
2023
Q4 | $904K | Sell |
14,891
-664
| -4% | -$40.3K | 0.43% | 10 |
|
|
2023
Q3 | $891K | Sell |
15,555
-1,258
| -7% | -$72.1K | 0.46% | 9 |
|
|
2023
Q2 | $1.25M | Hold |
16,813
| – | – | 0.63% | 8 |
|
|
2023
Q1 | $1.3M | Hold |
16,813
| – | – | 0.7% | 7 |
|
|
2022
Q4 | $1.41M | Buy |
+16,813
| New | +$1.41M | 0.79% | 7 |
|