CTWM
Cherry Tree 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 | – | Sell |
-153
| Closed | -$10.8K | – | 696 |
|
|
2025
Q1 | $10.8K | Buy |
153
+137
| +856% | +$9.71K | ﹤0.01% | 409 |
|
|
2024
Q4 | $1.15K | Hold |
16
| – | – | ﹤0.01% | 567 |
|
|
2024
Q3 | $1.35K | Hold |
16
| – | – | ﹤0.01% | 553 |
|
|
2024
Q2 | $1.13K | Buy |
+16
| New | +$1.13K | ﹤0.01% | 541 |
|
|
2023
Q4 | – | Sell |
-34
| Closed | -$1.95K | – | 599 |
|
|
2023
Q3 | $1.95K | Sell |
34
-6
| -15% | -$344 | ﹤0.01% | 482 |
|
|
2023
Q2 | $2.97K | Buy |
+40
| New | +$2.97K | ﹤0.01% | 464 |
|