DWA
Dougherty Wealth Advisers’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Hold |
3,275
| – | – | 0.15% | 33 |
|
|
2025
Q1 | $232K | Hold |
3,275
| – | – | 0.17% | 34 |
|
|
2024
Q4 | $235K | Hold |
3,275
| – | – | 0.18% | 35 |
|
|
2024
Q3 | $277K | Sell |
3,275
-101
| -3% | -$8.54K | 0.22% | 29 |
|
|
2024
Q2 | $239K | Hold |
3,376
| – | – | 0.21% | 29 |
|
|
2024
Q1 | $216K | Hold |
3,376
| – | – | 0.19% | 34 |
|
|
2023
Q4 | $205K | Hold |
3,376
| – | – | 0.19% | 38 |
|
|
2023
Q3 | $193K | Hold |
3,376
| – | – | 0.22% | 35 |
|
|
2023
Q2 | $250K | Hold |
3,376
| – | – | 0.34% | 27 |
|
|
2023
Q1 | $260K | Hold |
3,376
| – | – | 0.39% | 28 |
|
|
2022
Q4 | $282K | Hold |
3,376
| – | – | 0.46% | 26 |
|
|
2022
Q3 | $265K | Hold |
3,376
| – | – | 0.52% | 23 |
|
|
2022
Q2 | $262K | Hold |
3,376
| – | – | 0.49% | 25 |
|
|
2022
Q1 | $286K | Hold |
3,376
| – | – | 0.43% | 27 |
|
|
2021
Q4 | $315K | Hold |
3,376
| – | – | 0.44% | 28 |
|
|
2021
Q3 | $265K | Hold |
3,376
| – | – | 0.39% | 28 |
|
|
2021
Q2 | $247K | Hold |
3,376
| – | – | 0.36% | 30 |
|
|
2021
Q1 | $255K | Hold |
3,376
| – | – | 0.38% | 30 |
|
|
2020
Q4 | $260K | Buy |
3,376
+2,532
| +300% | +$195K | 0.41% | 29 |
|
|
2020
Q3 | $234K | Hold |
844
| – | – | 0.81% | 30 |
|
|
2020
Q2 | $203K | Hold |
844
| – | – | 0.74% | 31 |
|
|
2020
Q1 | $203K | Hold |
844
| – | – | 0.81% | 28 |
|
|
2019
Q4 | $204K | Hold |
844
| – | – | 0.62% | 36 |
|
|
2019
Q3 | $197K | Hold |
844
| – | – | 0.65% | 36 |
|
|
2019
Q2 | $173K | Hold |
844
| – | – | 0.49% | 45 |
|
|
2019
Q1 | $163K | Hold |
844
| – | – | 0.55% | 40 |
|
|
2018
Q4 | $153K | Buy |
+844
| New | +$153K | 0.5% | 44 |
|