FTWA
Fifth Third 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 | $4.92M | Buy |
70,812
+1,117
| +2% | +$77.5K | 0.21% | 87 |
|
|
2025
Q1 | $4.94M | Buy |
69,695
+8,029
| +13% | +$569K | 0.26% | 64 |
|
|
2024
Q4 | $4.42M | Buy |
61,666
+8,320
| +16% | +$596K | 0.24% | 65 |
|
|
2024
Q3 | $4.51M | Buy |
53,346
+6,103
| +13% | +$516K | 0.28% | 57 |
|
|
2024
Q2 | $3.35M | Buy |
47,243
+18,305
| +63% | +$1.3M | 0.25% | 62 |
|
|
2024
Q1 | $1.85M | Buy |
28,938
+5,461
| +23% | +$349K | 0.29% | 63 |
|
|
2023
Q4 | $1.43M | Sell |
23,477
-523
| -2% | -$31.8K | 0.46% | 55 |
|
|
2023
Q3 | $1.37M | Buy |
24,000
+11,758
| +96% | +$674K | 0.56% | 43 |
|
|
2023
Q2 | $908K | Buy |
12,242
+6,328
| +107% | +$470K | 0.59% | 47 |
|
|
2023
Q1 | $456K | Buy |
+5,914
| New | +$456K | 0.84% | 41 |
|