AEPWM
Atlantic Edge Private 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 | $185K | Hold |
2,667
| – | – | 0.05% | 133 |
|
|
2025
Q1 | $189K | Hold |
2,667
| – | – | 0.06% | 127 |
|
|
2024
Q4 | $191K | Hold |
2,667
| – | – | 0.06% | 129 |
|
|
2024
Q3 | $225K | Buy |
2,667
+174
| +7% | +$14.7K | 0.07% | 126 |
|
|
2024
Q2 | $177K | Hold |
2,493
| – | – | 0.06% | 131 |
|
|
2024
Q1 | $159K | Hold |
2,493
| – | – | 0.05% | 137 |
|
|
2023
Q4 | $151K | Buy |
+2,493
| New | +$151K | 0.06% | 136 |
|