CPA Asset Management’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 | $748K | Buy |
|
|||||
|
2025
Q2 | $687K | Buy |
|
|||||
|
2025
Q1 | $701K | Buy |
|
|||||
|
2024
Q4 | $709K | Buy |
|
|||||
|
2024
Q3 | $836K | Buy |
|
|||||
|
2024
Q2 | $700K | Sell |
|
|||||
|
2024
Q1 | $648K | Sell |
|
|||||
|
2023
Q4 | $633K | Buy |
|
|||||
|
2023
Q3 | $570K | Buy |
|
|||||
|
2023
Q2 | $624K | Sell |
|
|||||
|
2023
Q1 | $655K | Buy |
|
|||||
|
2022
Q4 | $710K | Buy |
|