CWS Financial 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 | $556K | Buy |
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|
2025
Q1 | $567K | Buy |
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|
2024
Q4 | $573K | Buy |
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|
2024
Q3 | $676K | Buy |
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|
2024
Q2 | $566K | Sell |
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|
2024
Q1 | $516K | Sell |
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|
2023
Q4 | $577K | Buy |
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|
2023
Q3 | $542K | Sell |
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|
2023
Q2 | $709K | Sell |
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|
2023
Q1 | $768K | Sell |
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|
2022
Q4 | $931K | Buy |
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|
2022
Q3 | $764K | Buy |
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|
2022
Q2 | $709K | Sell |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q2 | $885K | Sell |
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|
2021
Q1 | $931K | Sell |
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|
2020
Q4 | $953K | Sell |
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|
2020
Q3 | $860K | Sell |
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|
2020
Q2 | $766K | Hold |
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|
2020
Q1 | $772K | Hold |
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|
2019
Q4 | $772K | Buy |
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