CMP
Coston McIsaac & Partners’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Buy |
75,931
+789
| +1% | +$54.8K | 1.37% | 23 |
|
|
2025
Q1 | $5.33M | Sell |
75,142
-72
| -0.1% | -$5.1K | 1.55% | 22 |
|
|
2024
Q4 | $5.39M | Sell |
75,214
-276
| -0.4% | -$19.8K | 1.6% | 19 |
|
|
2024
Q3 | $6.38K | Buy |
75,490
+1,294
| +2% | +$109 | 1.8% | 17 |
|
|
2024
Q2 | $5.25M | Buy |
74,196
+1,969
| +3% | +$139K | 1.66% | 22 |
|
|
2024
Q1 | $4.62M | Buy |
72,227
+3,303
| +5% | +$211K | 1.48% | 28 |
|
|
2023
Q4 | $4.19M | Buy |
68,924
+5,869
| +9% | +$356K | 1.46% | 28 |
|
|
2023
Q3 | $3.61M | Buy |
63,055
+5,228
| +9% | +$299K | 1.37% | 31 |
|
|
2023
Q2 | $4.29M | Buy |
57,827
+1,160
| +2% | +$86.1K | 1.48% | 25 |
|
|
2023
Q1 | $4.37M | Buy |
56,667
+3,030
| +6% | +$234K | 1.63% | 20 |
|
|
2022
Q4 | $4.48K | Buy |
53,637
+3,758
| +8% | +$314 | 1.75% | 17 |
|
|
2022
Q3 | $3.91M | Buy |
49,879
+4,109
| +9% | +$322K | 1.78% | 16 |
|
|
2022
Q2 | $3.55M | Buy |
+45,770
| New | +$3.55M | 2.14% | 15 |
|