CWS Financial Advisors’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 | $556K | Buy |
8,006
+5
| +0.1% | +$347 | 0.16% | 75 |
|
|
2025
Q1 | $567K | Buy |
8,001
+5
| +0.1% | +$354 | 0.18% | 64 |
|
|
2024
Q4 | $573K | Buy |
7,996
+4
| +0.1% | +$287 | 0.19% | 58 |
|
|
2024
Q3 | $676K | Buy |
7,992
+4
| +0.1% | +$338 | 0.24% | 48 |
|
|
2024
Q2 | $566K | Sell |
7,988
-79
| -1% | -$5.59K | 0.22% | 47 |
|
|
2024
Q1 | $516K | Sell |
8,067
-1,434
| -15% | -$91.6K | 0.21% | 53 |
|
|
2023
Q4 | $577K | Buy |
9,501
+49
| +0.5% | +$2.98K | 0.22% | 69 |
|
|
2023
Q3 | $542K | Sell |
9,452
-98
| -1% | -$5.62K | 0.22% | 70 |
|
|
2023
Q2 | $709K | Sell |
9,550
-412
| -4% | -$30.6K | 0.27% | 59 |
|
|
2023
Q1 | $768K | Sell |
9,962
-2,355
| -19% | -$182K | 0.31% | 55 |
|
|
2022
Q4 | $931K | Buy |
12,317
+2,577
| +26% | +$195K | 0.4% | 40 |
|
|
2022
Q3 | $764K | Buy |
9,740
+581
| +6% | +$45.6K | 0.37% | 49 |
|
|
2022
Q2 | $709K | Sell |
9,159
-2,722
| -23% | -$211K | 0.32% | 55 |
|
|
2022
Q1 | $1.01M | Buy |
11,881
+3
| +0% | +$254 | 0.38% | 37 |
|
|
2021
Q4 | $1.11M | Buy |
+11,878
| New | +$1.11M | 0.39% | 36 |
|
|
2021
Q2 | $885K | Sell |
12,078
-239
| -2% | -$17.5K | 0.35% | 50 |
|
|
2021
Q1 | $931K | Sell |
12,317
-41
| -0.3% | -$3.1K | 0.4% | 40 |
|
|
2020
Q4 | $953K | Sell |
12,358
-30
| -0.2% | -$2.31K | 0.55% | 30 |
|
|
2020
Q3 | $860K | Sell |
12,388
-368
| -3% | -$25.5K | 0.57% | 29 |
|
|
2020
Q2 | $766K | Hold |
12,756
| – | – | 0.55% | 33 |
|
|
2020
Q1 | $772K | Hold |
12,756
| – | – | 0.57% | 24 |
|
|
2019
Q4 | $772K | Buy |
+12,756
| New | +$772K | 0.56% | 24 |
|