HNWAG
High Net Worth Advisory Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Sell |
6,129
-117
| -2% | -$8.12K | 0.11% | 143 |
|
|
2025
Q1 | $443K | Sell |
6,246
-77
| -1% | -$5.46K | 0.13% | 135 |
|
|
2024
Q4 | $453K | Sell |
6,323
-117
| -2% | -$8.39K | 0.13% | 134 |
|
|
2024
Q3 | $544K | Sell |
6,440
-749
| -10% | -$63.3K | 0.15% | 121 |
|
|
2024
Q2 | $509K | Sell |
7,189
-72
| -1% | -$5.1K | 0.15% | 116 |
|
|
2024
Q1 | $464K | Sell |
7,261
-2,020
| -22% | -$129K | 0.15% | 122 |
|
|
2023
Q4 | $564K | Sell |
9,281
-1,559
| -14% | -$94.7K | 0.21% | 99 |
|
|
2023
Q3 | $621K | Sell |
10,840
-1,226
| -10% | -$70.2K | 0.25% | 91 |
|
|
2023
Q2 | $895K | Buy |
12,066
+78
| +0.7% | +$5.79K | 0.35% | 74 |
|
|
2023
Q1 | $924K | Buy |
11,988
+767
| +7% | +$59.1K | 0.38% | 70 |
|
|
2022
Q4 | $938K | Buy |
11,221
+5,660
| +102% | +$473K | 0.36% | 67 |
|
|
2022
Q3 | $436K | Buy |
5,561
+1
| +0% | +$78 | 0.19% | 109 |
|
|
2022
Q2 | $431K | Sell |
5,560
-300
| -5% | -$23.3K | 0.18% | 113 |
|
|
2022
Q1 | $496K | Sell |
5,860
-1,299
| -18% | -$110K | 0.18% | 107 |
|
|
2021
Q4 | $668K | Buy |
+7,159
| New | +$668K | 0.23% | 92 |
|