CWM
Collaborative Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,625
| Closed | -$222K | – | 184 |
|
|
2024
Q3 | $222K | Buy |
+2,625
| New | +$222K | 0.1% | 160 |
|
|
2023
Q2 | – | Sell |
-3,353
| Closed | -$258K | – | 171 |
|
|
2023
Q1 | $258K | Buy |
3,353
+1
| +0% | +$77 | 0.16% | 140 |
|
|
2022
Q4 | $280K | Buy |
3,352
+1
| +0% | +$84 | 0.18% | 133 |
|
|
2022
Q3 | $263K | Buy |
3,351
+370
| +12% | +$29K | 0.19% | 132 |
|
|
2022
Q2 | $231K | Buy |
+2,981
| New | +$231K | 0.15% | 162 |
|
|
2021
Q4 | $328K | Buy |
+3,515
| New | +$328K | 0.18% | 156 |
|
|
2021
Q1 | $256K | Buy |
+3,016
| New | +$256K | 0.15% | 163 |
|