JSA
Jacobson & Schmitt Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
+4,152
| New | +$288K | 0.05% | 63 |
|
|
2025
Q1 | – | Sell |
-4,152
| Closed | -$298K | – | 69 |
|
|
2024
Q4 | $298K | Hold |
4,152
| – | – | 0.06% | 64 |
|
|
2024
Q3 | $351K | Sell |
4,152
-22
| -0.5% | -$1.86K | 0.07% | 58 |
|
|
2024
Q2 | $296K | Buy |
+4,174
| New | +$296K | 0.07% | 59 |
|