DWM
Diversify 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 | $343K | Sell |
4,777
-540
| -10% | -$38.8K | 0.02% | 433 |
|
|
2025
Q1 | $358K | Buy |
5,317
+5
| +0.1% | +$336 | 0.03% | 414 |
|
|
2024
Q4 | $358K | Buy |
5,312
+1,417
| +36% | +$95.5K | 0.03% | 407 |
|
|
2024
Q3 | $331K | Buy |
+3,895
| New | +$331K | 0.03% | 377 |
|