CWP
Curated Wealth Partners’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Buy |
5,309
+16
| +0.3% | +$1.11K | 0.04% | 113 |
|
|
2025
Q1 | $375K | Sell |
5,293
-1,167
| -18% | -$82.7K | 0.05% | 110 |
|
|
2024
Q4 | $463K | Buy |
6,460
+1,221
| +23% | +$87.5K | 0.05% | 93 |
|
|
2024
Q3 | $443K | Hold |
5,239
| – | – | 0.06% | 92 |
|
|
2024
Q2 | $371K | Buy |
+5,239
| New | +$371K | 0.05% | 93 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 96 |
|