RCIM
Red Cedar Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Hold |
31,342
| – | – | 0.27% | 53 |
|
|
2025
Q1 | $2.22M | Hold |
31,342
| – | – | 0.31% | 48 |
|
|
2024
Q4 | $2.25M | Hold |
31,342
| – | – | 0.28% | 46 |
|
|
2024
Q3 | $2.65M | Buy |
31,342
+9,771
| +45% | +$826K | 0.34% | 45 |
|
|
2024
Q2 | $1.53M | Buy |
+21,571
| New | +$1.53M | 0.21% | 53 |
|
|
2023
Q4 | – | Sell |
-14,698
| Closed | -$842K | – | 77 |
|
|
2023
Q3 | $842K | Sell |
14,698
-4,699
| -24% | -$269K | 0.13% | 64 |
|
|
2023
Q2 | $1.44M | Hold |
19,397
| – | – | 0.22% | 54 |
|
|
2023
Q1 | $1.5M | Buy |
19,397
+5,771
| +42% | +$445K | 0.23% | 57 |
|
|
2022
Q4 | $1.14M | Buy |
13,626
+1,121
| +9% | +$93.7K | 0.18% | 52 |
|
|
2022
Q3 | $981K | Hold |
12,505
| – | – | 0.17% | 53 |
|
|
2022
Q2 | $969K | Sell |
12,505
-5,259
| -30% | -$408K | 0.16% | 53 |
|
|
2022
Q1 | $1.51M | Hold |
17,764
| – | – | 0.21% | 43 |
|
|
2021
Q4 | $1.66M | Buy |
17,764
+767
| +5% | +$71.6K | 0.2% | 48 |
|
|
2021
Q3 | $1.34M | Hold |
16,997
| – | – | 0.17% | 48 |
|
|
2021
Q2 | $1.25M | Sell |
16,997
-9,663
| -36% | -$708K | 0.17% | 45 |
|
|
2021
Q1 | $2.02M | Sell |
26,660
-776
| -3% | -$58.7K | 0.26% | 36 |
|
|
2020
Q4 | $2.12M | Buy |
27,436
+20,577
| +300% | +$1.59M | 0.32% | 28 |
|
|
2020
Q3 | $1.9M | Buy |
6,859
+2,609
| +61% | +$724K | 0.35% | 29 |
|
|
2020
Q2 | $1.02M | Buy |
+4,250
| New | +$1.02M | 0.24% | 34 |
|