IWP
Invenio Wealth Partners’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,852
| Closed | -$202K | – | 102 |
|
|
2025
Q1 | $202K | Sell |
2,852
-101
| -3% | -$7.16K | 0.08% | 90 |
|
|
2024
Q4 | $212K | Sell |
2,953
-7,470
| -72% | -$536K | 0.09% | 95 |
|
|
2024
Q3 | $881K | Buy |
10,423
+7,470
| +253% | +$631K | 0.38% | 37 |
|
|
2024
Q2 | $209K | Sell |
2,953
-215
| -7% | -$15.2K | 0.1% | 91 |
|
|
2024
Q1 | $202K | Sell |
3,168
-881
| -22% | -$56.3K | 0.11% | 95 |
|
|
2023
Q4 | $246K | Sell |
4,049
-522
| -11% | -$31.7K | 0.18% | 77 |
|
|
2023
Q3 | $262K | Buy |
4,571
+264
| +6% | +$15.1K | 0.24% | 71 |
|
|
2023
Q2 | $320K | Buy |
+4,307
| New | +$320K | 0.36% | 53 |
|