GWA
Gratus 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 | $269K | Buy |
3,873
+153
| +4% | +$10.6K | 0.04% | 116 |
|
|
2025
Q1 | $264K | Hold |
3,720
| – | – | 0.04% | 115 |
|
|
2024
Q4 | $267K | Hold |
3,720
| – | – | 0.04% | 116 |
|
|
2024
Q3 | $299K | Sell |
3,720
-50
| -1% | -$4.02K | 0.05% | 113 |
|
|
2024
Q2 | $271K | Buy |
3,770
+50
| +1% | +$3.6K | 0.05% | 120 |
|
|
2024
Q1 | $238K | Hold |
3,720
| – | – | 0.04% | 123 |
|
|
2023
Q4 | $226K | Buy |
+3,720
| New | +$226K | 0.04% | 125 |
|