CWG
Cornerstone Wealth Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
25,520
-404
| -2% | -$28K | 0.13% | 108 |
|
|
2025
Q1 | $1.84M | Sell |
25,924
-1,716
| -6% | -$122K | 0.15% | 112 |
|
|
2024
Q4 | $1.98M | Buy |
27,640
+13,086
| +90% | +$938K | 0.16% | 109 |
|
|
2024
Q3 | $1.23M | Sell |
14,554
-2,437
| -14% | -$206K | 0.1% | 121 |
|
|
2024
Q2 | $1.2M | Buy |
16,991
+2,720
| +19% | +$193K | 0.11% | 118 |
|
|
2024
Q1 | $912K | Buy |
14,271
+10,791
| +310% | +$690K | 0.08% | 129 |
|
|
2023
Q4 | $211K | Sell |
3,480
-70,952
| -95% | -$4.31M | 0.03% | 138 |
|
|
2023
Q3 | $4.26M | Sell |
74,432
-1,319
| -2% | -$75.6K | 0.76% | 37 |
|
|
2023
Q2 | $5.62M | Buy |
75,751
+1,177
| +2% | +$87.3K | 1.02% | 24 |
|
|
2023
Q1 | $5.75M | Sell |
74,574
-869
| -1% | -$67K | 1.02% | 24 |
|
|
2022
Q4 | $6.31M | Sell |
75,443
-688
| -0.9% | -$57.5K | 1.19% | 24 |
|
|
2022
Q3 | $5.97M | Buy |
76,131
+530
| +0.7% | +$41.6K | 1.32% | 19 |
|
|
2022
Q2 | $5.86M | Buy |
75,601
+7,250
| +11% | +$562K | 1.23% | 23 |
|
|
2022
Q1 | $5.79M | Sell |
68,351
-37,737
| -36% | -$3.2M | 1.06% | 22 |
|
|
2021
Q4 | $9.9M | Buy |
106,088
+4,551
| +4% | +$425K | 1.7% | 14 |
|
|
2021
Q3 | $7.97M | Buy |
101,537
+12,381
| +14% | +$972K | 1.41% | 14 |
|
|
2021
Q2 | $6.86M | Buy |
89,156
+42,679
| +92% | +$3.29M | 1.4% | 14 |
|
|
2021
Q1 | $3.62M | Sell |
46,477
-6,726
| -13% | -$524K | 0.74% | 38 |
|
|
2020
Q4 | $4.11M | Buy |
53,203
+32,178
| +153% | +$2.48M | 1.01% | 23 |
|
|
2020
Q3 | $5.84M | Buy |
21,025
+803
| +4% | +$223K | 1.6% | 14 |
|
|
2020
Q2 | $4.86M | Buy |
20,222
+968
| +5% | +$232K | 1.22% | 18 |
|
|
2020
Q1 | $4.63M | Sell |
19,254
-2,547
| -12% | -$613K | 1.63% | 13 |
|
|
2019
Q4 | $5.28M | Sell |
21,801
-376
| -2% | -$91K | 1.43% | 13 |
|
|
2019
Q3 | $5.17M | Buy |
22,177
+12,122
| +121% | +$2.82M | 1.3% | 18 |
|
|
2019
Q2 | $2.06M | Buy |
10,055
+5,984
| +147% | +$1.23M | 0.56% | 46 |
|
|
2019
Q1 | $787K | Buy |
+4,071
| New | +$787K | 0.2% | 101 |
|