APWA
Atlas Private 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 | $353K | Buy |
5,090
+116
| +2% | +$8.05K | 0.05% | 144 |
|
|
2025
Q1 | $352K | Sell |
4,974
-1,976
| -28% | -$140K | 0.05% | 133 |
|
|
2024
Q4 | $498K | Buy |
6,950
+29
| +0.4% | +$2.08K | 0.07% | 102 |
|
|
2024
Q3 | $585K | Buy |
6,921
+290
| +4% | +$24.5K | 0.08% | 91 |
|
|
2024
Q2 | $470K | Buy |
6,631
+3,330
| +101% | +$236K | 0.08% | 96 |
|
|
2024
Q1 | $211K | Sell |
3,301
-3,467
| -51% | -$222K | 0.07% | 107 |
|
|
2023
Q4 | $411K | Buy |
6,768
+229
| +4% | +$13.9K | 0.08% | 99 |
|
|
2023
Q3 | $375K | Buy |
6,539
+27
| +0.4% | +$1.55K | 0.07% | 125 |
|
|
2023
Q2 | $483K | Buy |
6,512
+3,204
| +97% | +$238K | 0.1% | 111 |
|
|
2023
Q1 | $255K | Buy |
3,308
+12
| +0.4% | +$925 | 0.12% | 109 |
|
|
2022
Q4 | $276K | Sell |
3,296
-74
| -2% | -$6.19K | 0.15% | 106 |
|
|
2022
Q3 | $264K | Buy |
+3,370
| New | +$264K | 0.16% | 109 |
|
|
2021
Q4 | – | Sell |
-1,348
| Closed | -$106K | – | 514 |
|
|
2021
Q3 | $106K | Hold |
1,348
| – | – | 0.06% | 168 |
|
|
2021
Q2 | $99K | Sell |
1,348
-166
| -11% | -$12.2K | 0.05% | 159 |
|
|
2021
Q1 | $114K | Buy |
1,514
+178
| +13% | +$13.4K | 0.06% | 147 |
|
|
2020
Q4 | $103K | Buy |
1,336
+1,302
| +3,829% | +$100K | 0.07% | 156 |
|
|
2020
Q3 | $9K | Hold |
34
| – | – | 0.01% | 407 |
|
|
2020
Q2 | $8K | Buy |
+34
| New | +$8K | 0.01% | 444 |
|