AWA
Amplius 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 | $311K | Buy |
4,486
+32
| +0.7% | +$2.22K | 0.03% | 150 |
|
|
2025
Q1 | $316K | Buy |
4,454
+27
| +0.6% | +$1.91K | 0.03% | 136 |
|
|
2024
Q4 | $317K | Buy |
4,427
+115
| +3% | +$8.24K | 0.03% | 131 |
|
|
2024
Q3 | $364K | Sell |
4,312
-2
| -0% | -$169 | 0.04% | 115 |
|
|
2024
Q2 | $305K | Buy |
4,314
+20
| +0.5% | +$1.42K | 0.03% | 127 |
|
|
2024
Q1 | $274K | Sell |
4,294
-1,076
| -20% | -$68.8K | 0.03% | 135 |
|
|
2023
Q4 | $326K | Sell |
5,370
-129
| -2% | -$7.84K | 0.04% | 120 |
|
|
2023
Q3 | $315K | Sell |
5,499
-17
| -0.3% | -$974 | 0.04% | 116 |
|
|
2023
Q2 | $409K | Sell |
5,516
-133
| -2% | -$9.87K | 0.06% | 109 |
|
|
2023
Q1 | $435K | Buy |
+5,649
| New | +$435K | 0.06% | 108 |
|
|
2022
Q1 | – | Sell |
-1,875
| Closed | -$175K | – | 641 |
|
|
2021
Q4 | $175K | Buy |
+1,875
| New | +$175K | 0.02% | 197 |
|