BWM
BCS 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 | $381K | Buy |
5,488
+448
| +9% | +$31.1K | 0.08% | 178 |
|
|
2025
Q1 | $357K | Hold |
5,040
| – | – | 0.09% | 180 |
|
|
2024
Q4 | $361K | Sell |
5,040
-33
| -0.7% | -$2.36K | 0.09% | 183 |
|
|
2024
Q3 | $429K | Hold |
5,073
| – | – | 0.18% | 104 |
|
|
2024
Q2 | $359K | Hold |
5,073
| – | – | 0.17% | 115 |
|
|
2024
Q1 | $324K | Hold |
5,073
| – | – | 0.1% | 179 |
|
|
2023
Q4 | $308K | Hold |
5,073
| – | – | 0.11% | 163 |
|
|
2023
Q3 | $291K | Buy |
+5,073
| New | +$291K | 0.12% | 155 |
|