EWS
Eagle Wealth Strategies’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Buy |
11,154
+149
| +1% | +$10.3K | 0.43% | 26 |
|
|
2025
Q1 | $780K | Buy |
11,005
+174
| +2% | +$12.3K | 0.48% | 20 |
|
|
2024
Q4 | $776K | Buy |
10,831
+127
| +1% | +$9.11K | 0.56% | 19 |
|
|
2024
Q3 | $905K | Sell |
10,704
-650
| -6% | -$54.9K | 0.66% | 19 |
|
|
2024
Q2 | $804K | Sell |
11,354
-72
| -0.6% | -$5.1K | 0.65% | 19 |
|
|
2024
Q1 | $724K | Buy |
+11,426
| New | +$724K | 0.59% | 19 |
|