Cornerstone Planning Group’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$22.6K Sell
2025
Q2
$57.8K Buy
2025
Q1
$53.5K Sell
2024
Q4
$68.6K Sell
2024
Q3
$76.9K Buy
2024
Q2
$70.7K Buy
2024
Q1
$64K Buy
2023
Q4
$54.5K Sell
2023
Q3
$54K Buy
2023
Q2
$15.6K Buy
2022
Q4
$77.6K Buy