HWMO
Heritage Wealth Management (Ohio)’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $847K | Sell |
12,195
-1,485
| -11% | -$103K | 0.27% | 93 |
|
|
2025
Q1 | $970K | Sell |
13,680
-5,275
| -28% | -$374K | 0.33% | 79 |
|
|
2024
Q4 | $1.36M | Sell |
18,955
-75
| -0.4% | -$5.38K | 0.45% | 58 |
|
|
2024
Q3 | $1.61M | Sell |
19,030
-511
| -3% | -$43.2K | 0.53% | 41 |
|
|
2024
Q2 | $1.41M | Buy |
+19,541
| New | +$1.41M | 0.47% | 56 |
|