CAM
CPA Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Buy |
9,898
+4
| +0% | +$278 | 0.29% | 46 |
|
|
2025
Q1 | $701K | Buy |
9,894
+5
| +0.1% | +$354 | 0.31% | 47 |
|
|
2024
Q4 | $709K | Buy |
9,889
+4
| +0% | +$287 | 0.33% | 46 |
|
|
2024
Q3 | $836K | Buy |
9,885
+3
| +0% | +$254 | 0.4% | 42 |
|
|
2024
Q2 | $700K | Sell |
9,882
-262
| -3% | -$18.6K | 0.37% | 45 |
|
|
2024
Q1 | $648K | Sell |
10,144
-277
| -3% | -$17.7K | 0.36% | 46 |
|
|
2023
Q4 | $633K | Buy |
10,421
+479
| +5% | +$29.1K | 0.39% | 44 |
|
|
2023
Q3 | $570K | Buy |
9,942
+1,534
| +18% | +$87.9K | 0.4% | 42 |
|
|
2023
Q2 | $624K | Sell |
8,408
-92
| -1% | -$6.83K | 0.45% | 38 |
|
|
2023
Q1 | $655K | Buy |
8,500
+3
| +0% | +$231 | 0.49% | 33 |
|
|
2022
Q4 | $710K | Buy |
+8,497
| New | +$710K | 0.54% | 34 |
|