HGA
Hobbs Group Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $331K | Sell |
4,762
-5,391
| -53% | -$374K | 0.11% | 122 |
|
2025
Q1 | $720K | Sell |
10,153
-794
| -7% | -$56.3K | 0.27% | 77 |
|
2024
Q4 | $785K | Sell |
10,947
-4,608
| -30% | -$330K | 0.3% | 67 |
|
2024
Q3 | $1.31M | Buy |
15,555
+85
| +0.5% | +$7.19K | 0.47% | 37 |
|
2024
Q2 | $1.1M | Buy |
+15,470
| New | +$1.1M | 0.42% | 42 |
|
2023
Q4 | $454K | Buy |
+7,471
| New | +$454K | 0.2% | 80 |
|