Cornerstone Planning Group’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
$57.8K Buy
812
+17
+2% +$1.21K 0.01% 217
2025
Q1
$53.5K Sell
795
-135
-15% -$9.08K 0.01% 225
2024
Q4
$68.6K Sell
930
-36
-4% -$2.66K 0.02% 147
2024
Q3
$76.9K Buy
966
+44
+5% +$3.5K 0.02% 135
2024
Q2
$70.7K Buy
922
+10
+1% +$766 0.02% 164
2024
Q1
$64K Buy
912
+15
+2% +$1.05K 0.02% 151
2023
Q4
$54.5K Sell
897
-45
-5% -$2.73K 0.02% 175
2023
Q3
$54K Buy
942
+732
+349% +$41.9K 0.02% 174
2023
Q2
$15.6K Buy
+210
New +$15.6K 0.01% 499
2022
Q4
$77.6K Buy
+940
New +$77.6K 0.03% 194