CPIA
Cornell Pochily Investment Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
14,558
+1,243
| +9% | +$86.3K | 0.33% | 74 |
|
|
2025
Q1 | $944K | Buy |
13,315
+3,608
| +37% | +$256K | 0.33% | 77 |
|
|
2024
Q4 | $696K | Buy |
9,707
+660
| +7% | +$47.3K | 0.24% | 95 |
|
|
2024
Q3 | $765K | Buy |
+9,047
| New | +$765K | 0.27% | 89 |
|
|
2024
Q2 | – | Sell |
-10,031
| Closed | -$641K | – | 173 |
|
|
2024
Q1 | $641K | Buy |
10,031
+1,250
| +14% | +$79.9K | 0.25% | 95 |
|
|
2023
Q4 | $533K | Sell |
8,781
-337
| -4% | -$20.5K | 0.22% | 103 |
|
|
2023
Q3 | $522K | Buy |
9,118
+4
| +0% | +$229 | 0.23% | 101 |
|
|
2023
Q2 | $676K | Buy |
9,114
+3
| +0% | +$223 | 0.28% | 94 |
|
|
2023
Q1 | $702K | Buy |
9,111
+1,241
| +16% | +$95.7K | 0.3% | 93 |
|
|
2022
Q4 | $658K | Sell |
7,870
-157
| -2% | -$13.1K | 0.29% | 97 |
|
|
2022
Q3 | $629K | Sell |
8,027
-998
| -11% | -$78.2K | 0.28% | 96 |
|
|
2022
Q2 | $699K | Buy |
9,025
+3,489
| +63% | +$270K | 0.31% | 88 |
|
|
2022
Q1 | $469K | Buy |
5,536
+276
| +5% | +$23.4K | 0.18% | 116 |
|
|
2021
Q4 | $491K | Hold |
5,260
| – | – | 0.19% | 111 |
|
|
2021
Q3 | $413K | Hold |
5,260
| – | – | 0.18% | 115 |
|
|
2021
Q2 | $385K | Hold |
5,260
| – | – | 0.17% | 125 |
|
|
2021
Q1 | $398K | Hold |
5,260
| – | – | 0.19% | 110 |
|
|
2020
Q4 | $406K | Buy |
5,260
+3,945
| +300% | +$305K | 0.2% | 102 |
|
|
2020
Q3 | $365K | Hold |
1,315
| – | – | 0.21% | 104 |
|
|
2020
Q2 | $316K | Hold |
1,315
| – | – | 0.2% | 104 |
|
|
2020
Q1 | $316K | Hold |
1,315
| – | – | 0.23% | 97 |
|
|
2019
Q4 | $318K | Hold |
1,315
| – | – | 0.19% | 108 |
|
|
2019
Q3 | $306K | Sell |
1,315
-250
| -16% | -$58.2K | 0.2% | 109 |
|
|
2019
Q2 | $321 | Buy |
1,565
+250
| +19% | +$51 | 0.08% | 114 |
|
|
2019
Q1 | $254K | Sell |
1,315
-275
| -17% | -$53.1K | 0.17% | 114 |
|
|
2018
Q4 | $276K | Buy |
1,590
+250
| +19% | +$43.4K | 0.18% | 113 |
|
|
2018
Q3 | $224K | Sell |
1,340
-209
| -13% | -$34.9K | 0.15% | 119 |
|
|
2018
Q2 | $258K | Sell |
1,549
-100
| -6% | -$16.7K | 0.18% | 112 |
|
|
2018
Q1 | $269K | Sell |
1,649
-250
| -13% | -$40.8K | 0.19% | 109 |
|
|
2017
Q4 | $296K | Buy |
+1,899
| New | +$296K | 0.19% | 108 |
|