Crestwood Advisors Group’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
Q2 | $8.14M | Buy |
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|
2025
Q1 | $8.2M | Buy |
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|
2024
Q4 | $8.18M | Buy |
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|
2024
Q3 | $9.4M | Sell |
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|
2024
Q2 | $7.93M | Sell |
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|
2024
Q1 | $9.49M | Buy |
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|
2023
Q4 | $6.74M | Sell |
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|
2023
Q3 | $7.13M | Buy |
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|
2023
Q2 | $953K | Buy |
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|
2023
Q1 | $792K | Sell |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $911K | Buy |
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|
2022
Q2 | $756K | Sell |
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|
2022
Q1 | $910K | Buy |
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|
2021
Q4 | $867K | Buy |
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|
2021
Q3 | $654K | Hold |
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|
2021
Q2 | $611K | Sell |
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|
2021
Q1 | $634K | Buy |
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|
2020
Q4 | $640K | Buy |
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|
2020
Q3 | $493K | Buy |
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|
2020
Q2 | $364K | Buy |
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|
2020
Q1 | $317K | Buy |
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|
2019
Q4 | $312K | Hold |
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|
2019
Q3 | $300K | Buy |
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|
2019
Q2 | $204K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $46K | Buy |
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