GWM
Guardian 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 | – | Sell |
-473
| Closed | -$33.5K | – | 152 |
|
|
2025
Q1 | $33.5K | Buy |
473
+4
| +0.9% | +$284 | 0.02% | 119 |
|
|
2024
Q4 | $33.7K | Buy |
469
+3
| +0.6% | +$215 | 0.02% | 128 |
|
|
2024
Q3 | $39.4K | Buy |
466
+3
| +0.6% | +$254 | 0.03% | 120 |
|
|
2024
Q2 | $32.8K | Buy |
463
+3
| +0.7% | +$213 | 0.03% | 122 |
|
|
2024
Q1 | $29.4K | Buy |
460
+4
| +0.9% | +$256 | 0.02% | 124 |
|
|
2023
Q4 | $27.7K | Sell |
456
-24
| -5% | -$1.46K | 0.02% | 129 |
|
|
2023
Q3 | $27.5K | Buy |
480
+4
| +0.8% | +$229 | 0.03% | 122 |
|
|
2023
Q2 | $35.3K | Buy |
476
+3
| +0.6% | +$223 | 0.03% | 115 |
|
|
2023
Q1 | $36.5K | Buy |
473
+3
| +0.6% | +$231 | 0.04% | 117 |
|
|
2022
Q4 | $39.3K | Buy |
470
+2
| +0.4% | +$167 | 0.04% | 124 |
|
|
2022
Q3 | $37K | Buy |
468
+2
| +0.4% | +$158 | 0.04% | 120 |
|
|
2022
Q2 | $36K | Buy |
466
+3
| +0.6% | +$232 | 0.04% | 123 |
|
|
2022
Q1 | $39K | Buy |
463
+2
| +0.4% | +$168 | 0.04% | 130 |
|
|
2021
Q4 | $43K | Buy |
+461
| New | +$43K | 0.04% | 127 |
|