DWMS
Dominguez Wealth Management Solutions’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Sell |
6,706
-474
| -7% | -$32.9K | 0.32% | 48 |
|
|
2025
Q1 | $509K | Sell |
7,180
-148
| -2% | -$10.5K | 0.37% | 44 |
|
|
2024
Q4 | $525K | Sell |
7,328
-12
| -0.2% | -$860 | 0.38% | 44 |
|
|
2024
Q3 | $620K | Buy |
7,340
+13
| +0.2% | +$1.1K | 0.45% | 40 |
|
|
2024
Q2 | $519K | Sell |
7,327
-65
| -0.9% | -$4.6K | 0.39% | 43 |
|
|
2024
Q1 | $472K | Buy |
7,392
+18
| +0.2% | +$1.15K | 0.37% | 46 |
|
|
2023
Q4 | $448K | Sell |
7,374
-172
| -2% | -$10.4K | 0.37% | 45 |
|
|
2023
Q3 | $432K | Buy |
7,546
+4
| +0.1% | +$229 | 0.4% | 43 |
|
|
2023
Q2 | $560K | Buy |
7,542
+13
| +0.2% | +$965 | 0.49% | 35 |
|
|
2023
Q1 | $580K | Buy |
7,529
+12
| +0.2% | +$925 | 0.53% | 34 |
|
|
2022
Q4 | $628K | Buy |
+7,517
| New | +$628K | 0.62% | 32 |
|