EWA
Etesian Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
3,284
-136
| -4% | -$9.44K | 0.09% | 132 |
|
|
2025
Q1 | $242K | Hold |
3,420
| – | – | 0.1% | 129 |
|
|
2024
Q4 | $245K | Buy |
3,420
+45
| +1% | +$3.23K | 0.11% | 134 |
|
|
2024
Q3 | $285K | Sell |
3,375
-180
| -5% | -$15.2K | 0.13% | 128 |
|
|
2024
Q2 | $252K | Hold |
3,555
| – | – | 0.14% | 112 |
|
|
2024
Q1 | $227K | Hold |
3,555
| – | – | 0.13% | 110 |
|
|
2023
Q4 | $217K | Buy |
+3,555
| New | +$217K | 0.13% | 109 |
|
|
2023
Q3 | – | Sell |
-3,360
| Closed | -$249K | – | 107 |
|
|
2023
Q2 | $249K | Buy |
3,360
+412
| +14% | +$30.6K | 0.16% | 100 |
|
|
2023
Q1 | $227K | Buy |
2,948
+25
| +0.9% | +$1.93K | 0.15% | 101 |
|
|
2022
Q4 | $244K | Buy |
+2,923
| New | +$244K | 0.18% | 101 |
|