CSM Advisors’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 | $3.56M | Buy |
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|
2025
Q1 | $3.5M | Sell |
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|
2024
Q4 | $3.68M | Buy |
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|
2024
Q3 | $4.25M | Sell |
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|
2024
Q2 | $3.58M | Buy |
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|
2024
Q1 | $3.23M | Buy |
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|
2023
Q4 | $2.88M | Sell |
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|
2023
Q3 | $2.76M | Hold |
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|
2023
Q2 | $3.57M | Sell |
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|
2023
Q1 | $3.75M | Buy |
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|
2022
Q4 | $2.86M | Buy |
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|
2022
Q3 | $2.49M | Buy |
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|
2022
Q2 | $2.4M | Buy |
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|
2022
Q1 | $2.55M | Sell |
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|
2021
Q4 | $2.93M | Sell |
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|
2021
Q3 | $2.49M | Buy |
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|
2021
Q2 | $2.17M | Hold |
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|
2021
Q1 | $2.24M | Buy |
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