EFG
Embree Financial Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Sell |
4,497
-3,985
| -47% | -$277K | 0.05% | 170 |
|
|
2025
Q1 | $601K | Buy |
8,482
+49
| +0.6% | +$3.47K | 0.1% | 121 |
|
|
2024
Q4 | $605K | Buy |
8,433
+512
| +6% | +$36.7K | 0.1% | 115 |
|
|
2024
Q3 | $670K | Buy |
7,921
+32
| +0.4% | +$2.71K | 0.12% | 105 |
|
|
2024
Q2 | $559K | Sell |
7,889
-105
| -1% | -$7.44K | 0.11% | 107 |
|
|
2024
Q1 | $511K | Sell |
7,994
-35
| -0.4% | -$2.24K | 0.1% | 118 |
|
|
2023
Q4 | $488K | Buy |
+8,029
| New | +$488K | 0.1% | 113 |
|