AWA
Aaron Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Sell |
8,020
-243
| -3% | -$16.9K | 0.06% | 213 |
|
|
2025
Q1 | $586K | Buy |
8,263
+171
| +2% | +$12.1K | 0.07% | 186 |
|
|
2024
Q4 | $580K | Buy |
8,092
+835
| +12% | +$59.9K | 0.07% | 180 |
|
|
2024
Q3 | $613K | Buy |
7,257
+1,032
| +17% | +$87.2K | 0.07% | 166 |
|
|
2024
Q2 | $441K | Buy |
6,225
+81
| +1% | +$5.74K | 0.06% | 178 |
|
|
2024
Q1 | $393K | Buy |
6,144
+915
| +17% | +$58.5K | 0.06% | 183 |
|
|
2023
Q4 | $318K | Buy |
5,229
+811
| +18% | +$49.3K | 0.05% | 186 |
|
|
2023
Q3 | $253K | Buy |
4,418
+284
| +7% | +$16.3K | 0.03% | 218 |
|
|
2023
Q2 | $307K | Buy |
4,134
+78
| +2% | +$5.79K | 0.04% | 202 |
|
|
2023
Q1 | $313K | Buy |
4,056
+169
| +4% | +$13K | 0.04% | 203 |
|
|
2022
Q4 | $325K | Sell |
3,887
-1,605
| -29% | -$134K | 0.05% | 187 |
|
|
2022
Q3 | $431K | Buy |
5,492
+1,662
| +43% | +$130K | 0.08% | 125 |
|
|
2022
Q2 | $296K | Sell |
3,830
-219,296
| -98% | -$16.9M | 0.07% | 151 |
|
|
2022
Q1 | $2.63M | Buy |
223,126
+219,516
| +6,081% | +$2.59M | 0.04% | 197 |
|
|
2021
Q4 | $337K | Buy |
3,610
+133
| +4% | +$12.4K | 0.09% | 132 |
|
|
2021
Q3 | $273K | Buy |
3,477
+431
| +14% | +$33.8K | 0.08% | 132 |
|
|
2021
Q2 | $223K | Buy |
3,046
+222
| +8% | +$16.3K | 0.07% | 145 |
|
|
2021
Q1 | $213K | Sell |
2,824
-214
| -7% | -$16.1K | 0.08% | 143 |
|
|
2020
Q4 | $234K | Buy |
+3,038
| New | +$234K | 0.09% | 115 |
|