DWM
Dogwood 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 | $129K | Buy |
1,778
+89
| +5% | +$6.45K | 0.06% | 95 |
|
|
2025
Q1 | $120K | Buy |
1,689
+57
| +3% | +$4.04K | 0.06% | 96 |
|
|
2024
Q4 | $117K | Buy |
1,632
+11
| +0.7% | +$789 | 0.06% | 94 |
|
|
2024
Q3 | $137K | Buy |
1,621
+10
| +0.6% | +$845 | 0.08% | 92 |
|
|
2024
Q2 | $114K | Buy |
1,611
+11
| +0.7% | +$779 | 0.07% | 95 |
|
|
2024
Q1 | $102K | Buy |
1,600
+14
| +0.9% | +$895 | 0.07% | 109 |
|
|
2023
Q4 | $96.3K | Buy |
+1,586
| New | +$96.3K | 0.08% | 98 |
|