GWM
GDS Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Hold |
3,201
| – | – | 0.02% | 161 |
|
|
2025
Q1 | $227K | Buy |
3,201
+120
| +4% | +$8.51K | 0.02% | 155 |
|
|
2024
Q4 | $221K | Hold |
3,081
| – | – | 0.02% | 159 |
|
|
2024
Q3 | $260K | Hold |
3,081
| – | – | 0.03% | 146 |
|
|
2024
Q2 | $218K | Buy |
+3,081
| New | +$218K | 0.02% | 129 |
|
|
2023
Q1 | – | Sell |
-2,421
| Closed | -$202K | – | 116 |
|
|
2022
Q4 | $202K | Buy |
+2,421
| New | +$202K | 0.04% | 115 |
|
|
2022
Q1 | – | Sell |
-2,772
| Closed | -$259K | – | 103 |
|
|
2021
Q4 | $259K | Buy |
+2,772
| New | +$259K | 0.06% | 96 |
|