EA
Everpar Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $355K | Buy |
5,119
+376
| +8% | +$26.1K | 0.16% | 168 |
|
2025
Q1 | $336K | Sell |
4,743
-986
| -17% | -$69.9K | 0.18% | 157 |
|
2024
Q4 | $411K | Buy |
5,729
+165
| +3% | +$11.8K | 0.21% | 134 |
|
2024
Q3 | $470K | Sell |
5,564
-1,099
| -16% | -$92.9K | 0.24% | 128 |
|
2024
Q2 | $472K | Buy |
6,663
+1,809
| +37% | +$128K | 0.24% | 128 |
|
2024
Q1 | $310K | Sell |
4,854
-1,000
| -17% | -$63.9K | 0.19% | 174 |
|
2023
Q4 | $356K | Buy |
+5,854
| New | +$356K | 0.17% | 194 |
|