HWA
HHM 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 | $616K | Sell |
8,871
-43
| -0.5% | -$2.99K | 0.07% | 99 |
|
|
2025
Q1 | $632K | Sell |
8,914
-198
| -2% | -$14K | 0.09% | 86 |
|
|
2024
Q4 | $653K | Buy |
9,112
+66
| +0.7% | +$4.73K | 0.09% | 90 |
|
|
2024
Q3 | $765K | Sell |
9,046
-446
| -5% | -$37.7K | 0.11% | 69 |
|
|
2024
Q2 | $672K | Buy |
9,492
+7,983
| +529% | +$565K | 0.1% | 74 |
|
|
2024
Q1 | $96.4K | Sell |
1,509
-7
| -0.5% | -$447 | 0.02% | 211 |
|
|
2023
Q4 | $92.1K | Buy |
1,516
+1
| +0.1% | +$61 | 0.02% | 214 |
|
|
2023
Q3 | $86.8K | Buy |
1,515
+2
| +0.1% | +$115 | 0.02% | 209 |
|
|
2023
Q2 | $112K | Buy |
1,513
+1
| +0.1% | +$74 | 0.02% | 191 |
|
|
2023
Q1 | $117K | Sell |
1,512
-22
| -1% | -$1.7K | 0.02% | 183 |
|
|
2022
Q4 | $128K | Sell |
1,534
-146
| -9% | -$12.2K | 0.03% | 157 |
|
|
2022
Q3 | $132K | Sell |
1,680
-977
| -37% | -$76.8K | 0.03% | 140 |
|
|
2022
Q2 | $206K | Buy |
2,657
+1,069
| +67% | +$82.9K | 0.05% | 127 |
|
|
2022
Q1 | $134K | Buy |
1,588
+27
| +2% | +$2.28K | 0.03% | 184 |
|
|
2021
Q4 | $146K | Buy |
1,561
+121
| +8% | +$11.3K | 0.04% | 174 |
|
|
2021
Q3 | $113K | Buy |
1,440
+84
| +6% | +$6.59K | 0.03% | 190 |
|
|
2021
Q2 | $99K | Sell |
1,356
-28
| -2% | -$2.04K | 0.03% | 206 |
|
|
2021
Q1 | $105K | Buy |
1,384
+488
| +54% | +$37K | 0.03% | 179 |
|
|
2020
Q4 | $69K | Buy |
896
+771
| +617% | +$59.4K | 0.02% | 219 |
|
|
2020
Q3 | $35K | Hold |
125
| – | – | 0.01% | 263 |
|
|
2020
Q2 | $30K | Hold |
125
| – | – | 0.01% | 272 |
|
|
2020
Q1 | $30K | Buy |
+125
| New | +$30K | 0.01% | 261 |
|