W.H. Cornerstone Investments’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
Q1 | – | Sell |
-8,956
| Closed | -$642K | – | 123 |
|
|
2024
Q4 | $642K | Buy |
8,956
+4,105
| +85% | +$294K | 0.43% | 56 |
|
|
2024
Q3 | $410K | Buy |
+4,851
| New | +$410K | 0.28% | 74 |
|
|
2024
Q1 | – | Sell |
-3,307
| Closed | -$201K | – | 133 |
|
|
2023
Q4 | $201K | Sell |
3,307
-1,551
| -32% | -$94.3K | 0.16% | 126 |
|
|
2023
Q3 | $278K | Sell |
4,858
-286
| -6% | -$16.4K | 0.24% | 97 |
|
|
2023
Q2 | $382K | Sell |
5,144
-6,338
| -55% | -$471K | 0.34% | 74 |
|
|
2023
Q1 | $885K | Buy |
11,482
+2,074
| +22% | +$160K | 0.8% | 45 |
|
|
2022
Q4 | $797K | Sell |
9,408
-869
| -8% | -$73.6K | 0.76% | 47 |
|
|
2022
Q3 | $781K | Buy |
+10,277
| New | +$781K | 0.82% | 41 |
|