CAM
Cypress Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Hold |
7,847
| – | – | 0.13% | 84 |
|
|
2025
Q1 | $556K | Sell |
7,847
-250
| -3% | -$17.7K | 0.15% | 82 |
|
|
2024
Q4 | $616K | Sell |
8,097
-621
| -7% | -$47.3K | 0.15% | 80 |
|
|
2024
Q3 | $737K | Buy |
8,718
+500
| +6% | +$42.3K | 0.18% | 76 |
|
|
2024
Q2 | $617K | Sell |
8,218
-3,450
| -30% | -$259K | 0.16% | 78 |
|
|
2024
Q1 | $778K | Sell |
11,668
-6,400
| -35% | -$427K | 0.21% | 79 |
|
|
2023
Q4 | $1.1M | Sell |
18,068
-1,472
| -8% | -$89.4K | 0.33% | 66 |
|
|
2023
Q3 | $1.12M | Sell |
19,540
-330
| -2% | -$18.9K | 0.37% | 65 |
|
|
2023
Q2 | $1.47M | Sell |
19,870
-120
| -0.6% | -$8.9K | 0.47% | 56 |
|
|
2023
Q1 | $1.54M | Sell |
19,990
-60
| -0.3% | -$4.63K | 0.53% | 55 |
|
|
2022
Q4 | $1.68M | Sell |
20,050
-110
| -0.5% | -$9.2K | 0.61% | 52 |
|
|
2022
Q3 | $1.58M | Hold |
20,160
| – | – | 0.61% | 52 |
|
|
2022
Q2 | $1.56M | Hold |
20,160
| – | – | 0.56% | 58 |
|
|
2022
Q1 | $1.71M | Sell |
20,160
-310
| -2% | -$26.3K | 0.5% | 64 |
|
|
2021
Q4 | $1.91M | Sell |
20,470
-860
| -4% | -$80.3K | 0.45% | 68 |
|
|
2021
Q3 | $1.68M | Hold |
21,330
| – | – | 0.43% | 69 |
|
|
2021
Q2 | $1.56M | Hold |
21,330
| – | – | 0.4% | 72 |
|
|
2021
Q1 | $1.61M | Buy |
21,330
+50
| +0.2% | +$3.78K | 0.45% | 69 |
|
|
2020
Q4 | $1.64M | Buy |
21,280
+16,425
| +338% | +$1.27M | 0.46% | 69 |
|
|
2020
Q3 | $1.35M | Sell |
4,855
-215
| -4% | -$59.7K | 0.42% | 74 |
|
|
2020
Q2 | $1.22M | Sell |
5,070
-244
| -5% | -$58.6K | 0.41% | 76 |
|
|
2020
Q1 | $1.28M | Sell |
5,314
-420
| -7% | -$101K | 0.55% | 61 |
|
|
2019
Q4 | $1.39M | Sell |
5,734
-790
| -12% | -$191K | 0.47% | 70 |
|
|
2019
Q3 | $1.52M | Sell |
6,524
-251
| -4% | -$58.5K | 0.53% | 61 |
|
|
2019
Q2 | $1.39M | Buy |
6,775
+3,465
| +105% | +$710K | 0.47% | 67 |
|
|
2019
Q1 | $640K | Sell |
3,310
-520
| -14% | -$101K | 0.22% | 102 |
|
|
2018
Q4 | $666K | Sell |
3,830
-965
| -20% | -$168K | 0.25% | 97 |
|
|
2018
Q3 | $804K | Sell |
4,795
-985
| -17% | -$165K | 0.24% | 100 |
|
|
2018
Q2 | $965K | Buy |
5,780
+3,410
| +144% | +$569K | 0.29% | 92 |
|
|
2018
Q1 | $387K | Sell |
2,370
-32,165
| -93% | -$5.25M | 0.11% | 131 |
|
|
2017
Q4 | $5.39M | Sell |
34,535
-1,775
| -5% | -$277K | 1.16% | 28 |
|
|
2017
Q3 | $5.32M | Buy |
36,310
+31,735
| +694% | +$4.65M | 1.15% | 29 |
|
|
2017
Q2 | $641K | Sell |
4,575
-705
| -13% | -$98.8K | 0.13% | 120 |
|
|
2017
Q1 | $678K | Sell |
5,280
-255
| -5% | -$32.7K | 0.13% | 128 |
|
|
2016
Q4 | $661K | Sell |
5,535
-20,459
| -79% | -$2.44M | 0.13% | 131 |
|
|
2016
Q3 | $3.18M | Sell |
25,994
-50
| -0.2% | -$6.12K | 0.63% | 50 |
|
|
2016
Q2 | $3.4M | Buy |
26,044
+23,095
| +783% | +$3.01M | 0.68% | 47 |
|
|
2016
Q1 | $349K | Sell |
2,949
-100
| -3% | -$11.8K | 0.07% | 156 |
|
|
2015
Q4 | $317K | Sell |
3,049
-300
| -9% | -$31.2K | 0.06% | 157 |
|
|
2015
Q3 | $327K | Sell |
3,349
-1,000
| -23% | -$97.6K | 0.07% | 152 |
|
|
2015
Q2 | $426K | Buy |
4,349
+1,000
| +30% | +$98K | 0.08% | 147 |
|
|
2015
Q1 | $348K | Buy |
+3,349
| New | +$348K | 0.07% | 156 |
|