GWP
Gateway Wealth Partners’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,226
| Closed | -$375K | – | 325 |
|
|
2024
Q4 | $375K | Buy |
5,226
+18
| +0.3% | +$1.29K | 0.1% | 197 |
|
|
2024
Q3 | $440K | Sell |
5,208
-187
| -3% | -$15.8K | 0.12% | 156 |
|
|
2024
Q2 | $382K | Buy |
5,395
+119
| +2% | +$8.43K | 0.12% | 173 |
|
|
2024
Q1 | $337K | Buy |
5,276
+71
| +1% | +$4.54K | 0.12% | 155 |
|
|
2023
Q4 | $316K | Sell |
5,205
-1,443
| -22% | -$87.6K | 0.13% | 147 |
|
|
2023
Q3 | $381K | Buy |
6,648
+41
| +0.6% | +$2.35K | 0.07% | 154 |
|
|
2023
Q2 | $490K | Buy |
6,607
+223
| +3% | +$16.5K | 0.09% | 126 |
|
|
2023
Q1 | $492K | Buy |
6,384
+147
| +2% | +$11.3K | 0.08% | 126 |
|
|
2022
Q4 | $521K | Buy |
+6,237
| New | +$521K | 0.09% | 103 |
|