IWM
Integris 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 | $696K | Hold |
10,022
| – | – | 0.18% | 44 |
|
|
2025
Q1 | $710K | Hold |
10,022
| – | – | 0.2% | 40 |
|
|
2024
Q4 | $718K | Buy |
10,022
+250
| +3% | +$17.9K | 0.2% | 40 |
|
|
2024
Q3 | $826K | Buy |
9,772
+300
| +3% | +$25.4K | 0.23% | 37 |
|
|
2024
Q2 | $671K | Hold |
9,472
| – | – | 0.19% | 39 |
|
|
2024
Q1 | $605K | Hold |
9,472
| – | – | 0.17% | 44 |
|
|
2023
Q4 | $575K | Sell |
9,472
-927
| -9% | -$56.3K | 0.17% | 45 |
|
|
2023
Q3 | $596K | Buy |
10,399
+172
| +2% | +$9.85K | 0.2% | 42 |
|
|
2023
Q2 | $759K | Sell |
10,227
-145
| -1% | -$10.8K | 0.27% | 32 |
|
|
2023
Q1 | $799K | Buy |
10,372
+23
| +0.2% | +$1.77K | 0.29% | 31 |
|
|
2022
Q4 | $865K | Buy |
+10,349
| New | +$865K | 0.34% | 31 |
|