Cottonwood Capital Advisors’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 | $215K | Hold |
3,100
| – | – | 0.14% | 121 |
|
|
2025
Q1 | $220K | Sell |
3,100
-581
| -16% | -$41.2K | 0.16% | 112 |
|
|
2024
Q4 | $264K | Buy |
3,681
+586
| +19% | +$42K | 0.19% | 102 |
|
|
2024
Q3 | $262K | Sell |
3,095
-212
| -6% | -$17.9K | 0.19% | 95 |
|
|
2024
Q2 | $239K | Sell |
3,307
-464
| -12% | -$33.5K | 0.19% | 99 |
|
|
2024
Q1 | $237K | Sell |
3,771
-557
| -13% | -$35K | 0.19% | 105 |
|
|
2023
Q4 | $263K | Buy |
+4,328
| New | +$263K | 0.22% | 99 |
|