CA
CSM Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Buy |
51,343
+1,940
| +4% | +$135K | 0.1% | 236 |
|
|
2025
Q1 | $3.5M | Sell |
49,403
-1,880
| -4% | -$133K | 0.19% | 79 |
|
|
2024
Q4 | $3.68M | Buy |
51,283
+1,060
| +2% | +$76K | 0.17% | 79 |
|
|
2024
Q3 | $4.25M | Sell |
50,223
-322
| -0.6% | -$27.2K | 0.28% | 80 |
|
|
2024
Q2 | $3.58M | Buy |
50,545
+3
| +0% | +$212 | 0.25% | 73 |
|
|
2024
Q1 | $3.23M | Buy |
50,542
+3,090
| +7% | +$198K | 0.21% | 82 |
|
|
2023
Q4 | $2.88M | Sell |
47,452
-682
| -1% | -$41.4K | 0.21% | 84 |
|
|
2023
Q3 | $2.76M | Hold |
48,134
| – | – | 0.24% | 76 |
|
|
2023
Q2 | $3.57M | Sell |
48,134
-500
| -1% | -$37.1K | 0.27% | 76 |
|
|
2023
Q1 | $3.75M | Buy |
48,634
+14,400
| +42% | +$1.11M | 0.32% | 71 |
|
|
2022
Q4 | $2.86M | Buy |
34,234
+2,450
| +8% | +$205K | 0.27% | 72 |
|
|
2022
Q3 | $2.49M | Buy |
31,784
+735
| +2% | +$57.6K | 0.27% | 72 |
|
|
2022
Q2 | $2.4M | Buy |
31,049
+930
| +3% | +$72K | 0.22% | 70 |
|
|
2022
Q1 | $2.55M | Sell |
30,119
-1,240
| -4% | -$105K | 0.17% | 76 |
|
|
2021
Q4 | $2.93M | Sell |
31,359
-405
| -1% | -$37.8K | 0.19% | 73 |
|
|
2021
Q3 | $2.49M | Buy |
31,764
+2,100
| +7% | +$165K | 0.18% | 70 |
|
|
2021
Q2 | $2.17M | Hold |
29,664
| – | – | 0.14% | 73 |
|
|
2021
Q1 | $2.24M | Buy |
+29,664
| New | +$2.24M | 0.32% | 51 |
|