CWA
Canvas 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 | $295K | Buy |
4,133
+947
| +30% | +$67.6K | 0.06% | 148 |
|
|
2025
Q1 | $212K | Sell |
3,186
-1,101
| -26% | -$73.4K | 0.05% | 168 |
|
|
2024
Q4 | $307K | Buy |
4,287
+184
| +4% | +$13.2K | 0.08% | 129 |
|
|
2024
Q3 | $347K | Buy |
4,103
+1,370
| +50% | +$116K | 0.1% | 115 |
|
|
2024
Q2 | $203K | Buy |
+2,733
| New | +$203K | 0.06% | 145 |
|