AWM
Activest Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6K | Buy |
354
+157
| +80% | +$10.9K | 0.01% | 292 |
|
|
2025
Q1 | $14K | Buy |
197
+189
| +2,363% | +$13.4K | ﹤0.01% | 344 |
|
|
2024
Q4 | $574 | Buy |
+8
| New | +$574 | ﹤0.01% | 517 |
|
|
2024
Q3 | – | Sell |
-203
| Closed | -$14.4K | – | 694 |
|
|
2024
Q2 | $14.4K | Buy |
203
+1
| +0.5% | +$71 | ﹤0.01% | 269 |
|
|
2024
Q1 | $12.9K | Buy |
202
+1
| +0.5% | +$64 | 0.01% | 202 |
|
|
2023
Q4 | $12.2K | Buy |
201
+1
| +0.5% | +$61 | 0.01% | 184 |
|
|
2023
Q3 | $11.5K | Buy |
200
+1
| +0.5% | +$57 | 0.01% | 164 |
|
|
2023
Q2 | $15K | Buy |
+199
| New | +$15K | 0.01% | 144 |
|
|
2023
Q1 | – | Sell |
-19
| Closed | -$1.59K | – | 457 |
|
|
2022
Q4 | $1.59K | Hold |
19
| – | – | ﹤0.01% | 408 |
|
|
2022
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 415 |
|
|
2022
Q2 | – | Sell |
-131
| Closed | -$11K | – | 389 |
|
|
2022
Q1 | $11K | Buy |
+131
| New | +$11K | 0.01% | 196 |
|
|
2021
Q4 | – | Sell |
-141
| Closed | -$11K | – | 379 |
|
|
2021
Q3 | $11K | Buy |
+141
| New | +$11K | 0.01% | 219 |
|