CAG
Crestwood Advisors Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.14M | Buy |
117,205
+1,525
| +1% | +$106K | 0.15% | 115 |
|
|
2025
Q1 | $8.2M | Buy |
115,680
+1,521
| +1% | +$108K | 0.16% | 108 |
|
|
2024
Q4 | $8.18M | Buy |
114,159
+2,959
| +3% | +$212K | 0.15% | 105 |
|
|
2024
Q3 | $9.4M | Sell |
111,200
-826
| -0.7% | -$69.8K | 0.18% | 100 |
|
|
2024
Q2 | $7.93M | Sell |
112,026
-36,537
| -25% | -$2.59M | 0.16% | 100 |
|
|
2024
Q1 | $9.49M | Buy |
148,563
+37,606
| +34% | +$2.4M | 0.21% | 88 |
|
|
2023
Q4 | $6.74M | Sell |
110,957
-13,516
| -11% | -$821K | 0.16% | 103 |
|
|
2023
Q3 | $7.13M | Buy |
124,473
+111,627
| +869% | +$6.4M | 0.19% | 95 |
|
|
2023
Q2 | $953K | Buy |
12,846
+2,570
| +25% | +$191K | 0.03% | 142 |
|
|
2023
Q1 | $792K | Sell |
10,276
-1,939
| -16% | -$149K | 0.03% | 158 |
|
|
2022
Q4 | $1.02M | Buy |
12,215
+593
| +5% | +$49.6K | 0.03% | 142 |
|
|
2022
Q3 | $911K | Buy |
11,622
+1,862
| +19% | +$146K | 0.03% | 147 |
|
|
2022
Q2 | $756K | Sell |
9,760
-985
| -9% | -$76.3K | 0.03% | 164 |
|
|
2022
Q1 | $910K | Buy |
10,745
+1,455
| +16% | +$123K | 0.03% | 158 |
|
|
2021
Q4 | $867K | Buy |
9,290
+955
| +11% | +$89.1K | 0.02% | 172 |
|
|
2021
Q3 | $654K | Hold |
8,335
| – | – | 0.02% | 177 |
|
|
2021
Q2 | $611K | Sell |
8,335
-45
| -0.5% | -$3.3K | 0.02% | 185 |
|
|
2021
Q1 | $634K | Buy |
8,380
+82
| +1% | +$6.2K | 0.02% | 181 |
|
|
2020
Q4 | $640K | Buy |
8,298
+6,521
| +367% | +$503K | 0.02% | 172 |
|
|
2020
Q3 | $493K | Buy |
1,777
+261
| +17% | +$72.4K | 0.02% | 169 |
|
|
2020
Q2 | $364K | Buy |
1,516
+199
| +15% | +$47.8K | 0.01% | 188 |
|
|
2020
Q1 | $317K | Buy |
1,317
+29
| +2% | +$6.98K | 0.02% | 180 |
|
|
2019
Q4 | $312K | Hold |
1,288
| – | – | 0.01% | 207 |
|
|
2019
Q3 | $300K | Buy |
1,288
+290
| +29% | +$67.5K | 0.01% | 201 |
|
|
2019
Q2 | $204K | Buy |
+998
| New | +$204K | 0.01% | 229 |
|
|
2017
Q2 | – | Sell |
-346
| Closed | -$46K | – | 336 |
|
|
2017
Q1 | $46K | Buy |
+346
| New | +$46K | ﹤0.01% | 268 |
|