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Fiducient Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-24,797
| Closed | -$1.76M | – | 167 |
|
|
2025
Q1 | $1.76M | Buy |
+24,797
| New | +$1.76M | 0.22% | 50 |
|
|
2024
Q3 | – | Sell |
-3,925
| Closed | -$278K | – | 155 |
|
|
2024
Q2 | $278K | Buy |
3,925
+100
| +3% | +$7.08K | 0.04% | 123 |
|
|
2024
Q1 | $244K | Buy |
+3,825
| New | +$244K | 0.05% | 118 |
|
|
2023
Q4 | – | Sell |
-6,088
| Closed | -$349K | – | 120 |
|
|
2023
Q3 | $349K | Buy |
+6,088
| New | +$349K | 0.02% | 85 |
|