AWM
Axxcess 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 | $7.46M | Sell |
107,510
-474
| -0.4% | -$32.9K | 0.17% | 109 |
|
|
2025
Q1 | $7.65M | Sell |
107,984
-834
| -0.8% | -$59.1K | 0.2% | 93 |
|
|
2024
Q4 | $7.8M | Buy |
108,818
+829
| +0.8% | +$59.4K | 0.19% | 93 |
|
|
2024
Q3 | $9.13M | Sell |
107,989
-10,393
| -9% | -$879K | 0.22% | 79 |
|
|
2024
Q2 | $8.38M | Sell |
118,382
-84,301
| -42% | -$5.97M | 0.22% | 85 |
|
|
2024
Q1 | $13M | Buy |
202,683
+27,538
| +16% | +$1.76M | 0.35% | 54 |
|
|
2023
Q4 | $10.6M | Buy |
175,145
+50,444
| +40% | +$3.06M | 0.31% | 71 |
|
|
2023
Q3 | $7.14M | Buy |
124,701
+33,121
| +36% | +$1.9M | 0.24% | 80 |
|
|
2023
Q2 | $6.8M | Sell |
91,580
-18,774
| -17% | -$1.39M | 0.49% | 44 |
|
|
2023
Q1 | $8.51M | Buy |
110,354
+1,163
| +1% | +$89.6K | 0.64% | 27 |
|
|
2022
Q4 | $9.13M | Buy |
109,191
+29,102
| +36% | +$2.43M | 0.75% | 24 |
|
|
2022
Q3 | $6.28M | Buy |
80,089
+2,757
| +4% | +$216K | 0.59% | 30 |
|
|
2022
Q2 | $5.99M | Buy |
77,332
+3,329
| +4% | +$258K | 0.55% | 32 |
|
|
2022
Q1 | $6.27M | Sell |
74,003
-3,632
| -5% | -$308K | 0.49% | 41 |
|
|
2021
Q4 | $7.25M | Buy |
+77,635
| New | +$7.25M | 0.53% | 37 |
|