Cornerstone Wealth Management’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 | $1.59M | Buy |
22,897
+1,921
| +9% | +$133K | 0.1% | 180 |
|
|
2025
Q1 | $1.49M | Buy |
20,976
+1,783
| +9% | +$126K | 0.1% | 176 |
|
|
2024
Q4 | $1.38M | Sell |
19,193
-140
| -0.7% | -$10K | 0.09% | 178 |
|
|
2024
Q3 | $1.63M | Buy |
19,333
+3,998
| +26% | +$338K | 0.12% | 158 |
|
|
2024
Q2 | $1.09M | Buy |
15,335
+1,233
| +9% | +$87.3K | 0.08% | 189 |
|
|
2024
Q1 | $901K | Buy |
14,102
+667
| +5% | +$42.6K | 0.07% | 218 |
|
|
2023
Q4 | $816K | Sell |
13,435
-4,552
| -25% | -$276K | 0.07% | 229 |
|
|
2023
Q3 | $1.03M | Buy |
17,987
+9,093
| +102% | +$521K | 0.1% | 176 |
|
|
2023
Q2 | $660K | Sell |
8,894
-2,015
| -18% | -$150K | 0.06% | 253 |
|
|
2023
Q1 | $841K | Buy |
+10,909
| New | +$841K | 0.08% | 200 |
|
|
2022
Q3 | $1.01M | Buy |
12,878
+145
| +1% | +$11.4K | 0.11% | 158 |
|
|
2022
Q2 | $986K | Buy |
12,733
+1,672
| +15% | +$129K | 0.11% | 164 |
|
|
2022
Q1 | $937K | Sell |
11,061
-3,792
| -26% | -$321K | 0.09% | 189 |
|
|
2021
Q4 | $1.39M | Buy |
14,853
+4,851
| +49% | +$452K | 0.13% | 148 |
|
|
2021
Q3 | $785K | Sell |
10,002
-146
| -1% | -$11.5K | 0.08% | 212 |
|
|
2021
Q2 | $744K | Sell |
10,148
-301
| -3% | -$22.1K | 0.08% | 225 |
|
|
2021
Q1 | $790K | Sell |
10,449
-50
| -0.5% | -$3.78K | 0.09% | 196 |
|
|
2020
Q4 | $810K | Buy |
10,499
+1,119
| +12% | +$86.3K | 0.1% | 181 |
|
|
2020
Q3 | $651K | Buy |
9,380
+136
| +1% | +$9.44K | 0.1% | 185 |
|
|
2020
Q2 | $555K | Sell |
9,244
-20
| -0.2% | -$1.2K | 0.09% | 201 |
|
|
2020
Q1 | $557K | Buy |
9,264
+1,088
| +13% | +$65.4K | 0.11% | 184 |
|
|
2019
Q4 | $495K | Buy |
8,176
+112
| +1% | +$6.78K | 0.08% | 210 |
|
|
2019
Q3 | $470K | Sell |
8,064
-316
| -4% | -$18.4K | 0.08% | 213 |
|
|
2019
Q2 | $430K | Buy |
8,380
+32
| +0.4% | +$1.64K | 0.08% | 228 |
|
|
2019
Q1 | $367K | Sell |
8,348
-216
| -3% | -$9.5K | 0.04% | 334 |
|
|
2018
Q4 | $375K | Sell |
8,564
-1,244,936
| -99% | -$54.5M | 0.08% | 239 |
|
|
2018
Q3 | $2.12M | Sell |
1,253,500
-264,872
| -17% | -$448K | 0.03% | 476 |
|
|
2018
Q2 | $2.25M | Buy |
1,518,372
+1,509,288
| +16,615% | +$2.23M | 0.03% | 505 |
|
|
2018
Q1 | $368K | Sell |
9,084
-104
| -1% | -$4.21K | 0.07% | 263 |
|
|
2017
Q4 | $355K | Buy |
9,188
+712
| +8% | +$27.5K | 0.07% | 276 |
|
|
2017
Q3 | $315K | Buy |
8,476
+196
| +2% | +$7.28K | 0.07% | 278 |
|
|
2017
Q2 | $293K | Buy |
8,280
+80
| +1% | +$2.83K | 0.07% | 289 |
|
|
2017
Q1 | $268K | Buy |
+8,200
| New | +$268K | 0.07% | 267 |
|
|
2016
Q4 | – | Sell |
-6,924
| Closed | -$206K | – | 296 |
|
|
2016
Q3 | $206K | Buy |
+6,924
| New | +$206K | 0.08% | 254 |
|