AWM
Ameliora 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 | – | Sell |
-5,200
| Closed | -$369K | – | 234 |
|
|
2025
Q1 | $369K | Hold |
5,200
| – | – | 0.14% | 73 |
|
|
2024
Q4 | $373K | Hold |
5,200
| – | – | 0.14% | 75 |
|
|
2024
Q3 | $440K | Sell |
5,200
-800
| -13% | -$67.6K | 0.18% | 57 |
|
|
2024
Q2 | $425K | Hold |
6,000
| – | – | 0.19% | 60 |
|
|
2024
Q1 | $383K | Hold |
6,000
| – | – | 0.17% | 66 |
|
|
2023
Q4 | $364K | Hold |
6,000
| – | – | 0.18% | 65 |
|
|
2023
Q3 | $344K | Hold |
6,000
| – | – | 0.2% | 61 |
|
|
2023
Q2 | $445K | Hold |
6,000
| – | – | 0.28% | 55 |
|
|
2023
Q1 | $462K | Hold |
6,000
| – | – | 0.27% | 66 |
|
|
2022
Q4 | $502K | Hold |
6,000
| – | – | 0.27% | 48 |
|
|
2022
Q3 | $436K | Buy |
+6,000
| New | +$436K | 0.24% | 56 |
|