FWA
FSM 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 | $248K | Buy |
+3,317
| New | +$248K | 0.04% | 238 |
|
|
2023
Q4 | – | Sell |
-7,512
| Closed | -$430K | – | 159 |
|
|
2023
Q3 | $430K | Sell |
7,512
-251
| -3% | -$14.4K | 0.22% | 85 |
|
|
2023
Q2 | $560K | Buy |
7,763
+1,135
| +17% | +$81.9K | 0.28% | 74 |
|
|
2023
Q1 | $511K | Buy |
6,628
+2,638
| +66% | +$203K | 0.3% | 74 |
|
|
2022
Q4 | $334K | Sell |
3,990
-110
| -3% | -$9.2K | 0.24% | 96 |
|
|
2022
Q3 | $321K | Buy |
4,100
+197
| +5% | +$15.4K | 0.27% | 93 |
|
|
2022
Q2 | $342K | Buy |
+3,903
| New | +$342K | 0.34% | 74 |
|