EWA
EverSource 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 | $730K | Sell |
10,511
-106
| -1% | -$7.36K | 0.03% | 353 |
|
|
2025
Q1 | $753K | Buy |
10,617
+1,546
| +17% | +$110K | 0.04% | 298 |
|
|
2024
Q4 | $650K | Buy |
9,071
+702
| +8% | +$50.3K | 0.04% | 315 |
|
|
2024
Q3 | $708K | Sell |
8,369
-9
| -0.1% | -$761 | 0.04% | 274 |
|
|
2024
Q2 | $640K | Buy |
8,378
+4,344
| +108% | +$332K | 0.04% | 278 |
|
|
2024
Q1 | $270K | Sell |
4,034
-731
| -15% | -$49K | 0.02% | 407 |
|
|
2023
Q4 | $289K | Sell |
4,765
-214
| -4% | -$13K | 0.03% | 348 |
|
|
2023
Q3 | $285K | Sell |
4,979
-877
| -15% | -$50.2K | 0.03% | 318 |
|
|
2023
Q2 | $435K | Sell |
5,856
-74
| -1% | -$5.49K | 0.05% | 249 |
|
|
2023
Q1 | $457K | Sell |
5,930
-389
| -6% | -$30K | 0.06% | 228 |
|
|
2022
Q4 | $528K | Sell |
6,319
-5,277
| -46% | -$441K | 0.08% | 191 |
|
|
2022
Q3 | $909K | Buy |
11,596
+4,252
| +58% | +$333K | 0.21% | 90 |
|
|
2022
Q2 | $569K | Sell |
7,344
-1,352
| -16% | -$105K | 0.15% | 130 |
|
|
2022
Q1 | $736K | Buy |
8,696
+887
| +11% | +$75.1K | 0.19% | 108 |
|
|
2021
Q4 | $728K | Buy |
+7,809
| New | +$728K | 0.2% | 80 |
|