Cornerstone Advisors’s NextEra Energy, Inc. NEE Stock Holding History

Cornerstone Advisors’s Portfolio NEE Stock Details NEE Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$21.2M	Buy	305,200 +112,000	+58%	+$7.78M	0.73%	32
2025 Q1	$13.7M	Buy	193,200 +46,900	+32%	+$3.32M	0.59%	36
2024 Q4	$10.5M	Hold	146,300	–	–	0.42%	55
2024 Q3	$12.4M	Buy	146,300 +48,500	+50%	+$4.1M	0.49%	44
2024 Q2	$6.93M	Sell	97,800 -11,600	-11%	-$821K	0.28%	92
2024 Q1	$6.99M	Hold	109,400	–	–	0.29%	90
2023 Q4	$6.64M	Sell	109,400 -22,500	-17%	-$1.37M	0.29%	87
2023 Q3	$7.56M	Buy	131,900 +13,100	+11%	+$750K	0.35%	72
2023 Q2	$8.81M	Buy	118,800 +97,300	+453%	+$7.22M	0.42%	67
2023 Q1	$1.66M	Hold	21,500	–	–	0.08%	155
2022 Q4	$1.8M	Hold	21,500	–	–	0.09%	154
2022 Q3	$1.69M	Sell	21,500 -203,000	-90%	-$15.9M	0.08%	163
2022 Q2	$17.4M	Buy	224,500 +74,500	+50%	+$5.77M	0.91%	29
2022 Q1	$12.7M	Hold	150,000	–	–	0.75%	34
2021 Q4	$14M	Buy	+150,000	New	+$14M	0.76%	32
2021 Q3	–	Sell	-170,000	Closed	-$12.5M	–	187
2021 Q2	$12.5M	Buy	170,000 +98,000	+136%	+$7.18M	0.74%	38
2021 Q1	$5.44M	Hold	72,000	–	–	0.48%	59
2020 Q4	$5.56M	Buy	72,000 +47,000	+188%	+$3.63M	0.49%	46
2020 Q3	$6.94M	Sell	25,000 -9,000	-26%	-$2.5M	0.62%	40
2020 Q2	$8.17M	Buy	34,000 +3,000	+10%	+$721K	0.76%	33
2020 Q1	$7.46M	Buy	31,000 +4,000	+15%	+$962K	0.82%	34
2019 Q4	$6.54M	Buy	+27,000	New	+$6.54M	0.54%	52
2019 Q1	$5.22M	Hold	27,000	–	–	0.42%	67
2018 Q4	$4.69M	Hold	27,000	–	–	0.41%	66
2018 Q3	$4.53M	Hold	27,000	–	–	0.33%	87
2018 Q2	$4.51M	Hold	27,000	–	–	0.55%	48
2018 Q1	$4.41M	Hold	27,000	–	–	0.52%	59
2017 Q4	$4.22M	Hold	27,000	–	–	0.48%	58
2017 Q3	$3.96M	Buy	27,000 +13,000	+93%	+$1.91M	0.46%	63
2017 Q2	$1.96M	Buy	14,000 +4,000	+40%	+$561K	0.36%	80
2017 Q1	$1.28M	Hold	10,000	–	–	0.23%	104
2016 Q4	$1.2M	Hold	10,000	–	–	0.22%	112
2016 Q3	$1.22M	Hold	10,000	–	–	0.31%	82
2016 Q2	$1.3M	Hold	10,000	–	–	0.32%	86
2016 Q1	$1.18M	Hold	10,000	–	–	0.29%	100
2015 Q4	$1.04M	Hold	10,000	–	–	0.24%	113
2015 Q3	$976K	Buy	10,000 +4,000	+67%	+$390K	0.23%	116
2015 Q2	$588K	Hold	6,000	–	–	0.13%	154
2015 Q1	$624K	Buy	+6,000	New	+$624K	0.13%	162
2014 Q1	–	Sell	-6,000	Closed	-$514K	–	279
2013 Q4	$514K	Hold	6,000	–	–	0.13%	182
2013 Q3	$481K	Sell	6,000 -3,000	-33%	-$241K	0.16%	152
2013 Q2	$733K	Buy	+9,000	New	+$733K	0.29%	104