AWAG
ARS Wealth Advisors Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $770K | Buy |
11,088
+1,424
| +15% | +$98.9K | 0.09% | 84 |
|
|
2025
Q1 | $685K | Sell |
9,664
-604
| -6% | -$42.8K | 0.1% | 77 |
|
|
2024
Q4 | $736K | Buy |
10,268
+40
| +0.4% | +$2.87K | 0.1% | 75 |
|
|
2024
Q3 | $865K | Buy |
10,228
+2,485
| +32% | +$210K | 0.11% | 76 |
|
|
2024
Q2 | $548K | Sell |
7,743
-330
| -4% | -$23.4K | 0.07% | 92 |
|
|
2024
Q1 | $516K | Sell |
8,073
-2,454
| -23% | -$157K | 0.07% | 96 |
|
|
2023
Q4 | $639K | Buy |
10,527
+59
| +0.6% | +$3.58K | 0.09% | 82 |
|
|
2023
Q3 | $600K | Buy |
10,468
+608
| +6% | +$34.8K | 0.1% | 84 |
|
|
2023
Q2 | $732K | Sell |
9,860
-586
| -6% | -$43.5K | 0.12% | 79 |
|
|
2023
Q1 | $805K | Buy |
10,446
+1,288
| +14% | +$99.3K | 0.15% | 66 |
|
|
2022
Q4 | $766K | Sell |
9,158
-271
| -3% | -$22.7K | 0.13% | 69 |
|
|
2022
Q3 | $739K | Buy |
9,429
+103
| +1% | +$8.07K | 0.11% | 83 |
|
|
2022
Q2 | $722K | Buy |
9,326
+1,283
| +16% | +$99.3K | 0.1% | 89 |
|
|
2022
Q1 | $681K | Sell |
8,043
-41
| -0.5% | -$3.47K | 0.12% | 68 |
|
|
2021
Q4 | $755K | Sell |
8,084
-96
| -1% | -$8.97K | 0.13% | 67 |
|
|
2021
Q3 | $642K | Buy |
+8,180
| New | +$642K | 0.12% | 70 |
|