Cornerstone Advisory’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 | $536K | Sell |
7,720
-165
| -2% | -$11.5K | 0.06% | 143 |
|
|
2025
Q1 | $525K | Sell |
7,885
-5
| -0.1% | -$333 | 0.06% | 139 |
|
|
2024
Q4 | $537K | Buy |
7,890
+2,265
| +40% | +$154K | 0.06% | 135 |
|
|
2024
Q3 | $475K | Sell |
5,625
-3,183
| -36% | -$269K | 0.06% | 138 |
|
|
2024
Q2 | $624K | Sell |
8,808
-2,295
| -21% | -$163K | 0.09% | 111 |
|
|
2024
Q1 | $710K | Buy |
+11,103
| New | +$710K | 0.1% | 112 |
|
|
2022
Q1 | – | Sell |
-1,291
| Closed | -$120K | – | 564 |
|
|
2021
Q4 | $120K | Buy |
+1,291
| New | +$120K | 0.02% | 313 |
|