CVA Family Office’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $841K | Buy |
12,112
+105
| +0.9% | +$7.29K | 0.12% | 111 |
|
|
2025
Q1 | $851K | Buy |
12,007
+363
| +3% | +$25.7K | 0.13% | 110 |
|
|
2024
Q4 | $835K | Buy |
11,644
+112
| +1% | +$8.03K | 0.13% | 106 |
|
|
2024
Q3 | $975K | Sell |
11,532
-86
| -0.7% | -$7.27K | 0.16% | 92 |
|
|
2024
Q2 | $823K | Buy |
11,618
+2,284
| +24% | +$162K | 0.15% | 95 |
|
|
2024
Q1 | $597K | Sell |
9,334
-375
| -4% | -$24K | 0.11% | 124 |
|
|
2023
Q4 | $590K | Sell |
9,709
-760
| -7% | -$46.2K | 0.12% | 118 |
|
|
2023
Q3 | $600K | Buy |
10,469
+1,039
| +11% | +$59.5K | 0.14% | 113 |
|
|
2023
Q2 | $700K | Sell |
9,430
-831
| -8% | -$61.7K | 0.15% | 98 |
|
|
2023
Q1 | $791K | Sell |
10,261
-143
| -1% | -$11K | 0.18% | 85 |
|
|
2022
Q4 | $870K | Buy |
10,404
+634
| +6% | +$53K | 0.21% | 78 |
|
|
2022
Q3 | $766K | Buy |
9,770
+200
| +2% | +$15.7K | 0.21% | 81 |
|
|
2022
Q2 | $741K | Sell |
9,570
-420
| -4% | -$32.5K | 0.2% | 82 |
|
|
2022
Q1 | $846K | Buy |
9,990
+855
| +9% | +$72.4K | 0.2% | 77 |
|
|
2021
Q4 | $853K | Buy |
9,135
+7,284
| +394% | +$680K | 0.21% | 73 |
|
|
2021
Q3 | $514K | Sell |
1,851
-8,194
| -82% | -$2.28M | 0.37% | 47 |
|
|
2021
Q2 | $736K | Buy |
10,045
+898
| +10% | +$65.8K | 0.21% | 71 |
|
|
2021
Q1 | $692K | Buy |
9,147
+1,743
| +24% | +$132K | 0.26% | 56 |
|
|
2020
Q4 | $571K | Hold |
7,404
| – | – | 0.35% | 50 |
|
|
2020
Q3 | $514K | Buy |
7,404
+376
| +5% | +$26.1K | 0.37% | 47 |
|
|
2020
Q2 | $422K | Hold |
7,028
| – | – | 0.35% | 47 |
|
|
2020
Q1 | $423K | Hold |
7,028
| – | – | 0.43% | 47 |
|
|
2019
Q4 | $425K | Buy |
+7,028
| New | +$425K | 0.39% | 47 |
|