KWA
Kingswood Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.81M | Sell |
83,648
-1,382
| -2% | -$95.9K | 0.46% | 37 |
|
|
2025
Q1 | $6.03M | Sell |
85,030
-6,247
| -7% | -$443K | 0.55% | 26 |
|
|
2024
Q4 | $6.54M | Sell |
91,277
-22,054
| -19% | -$1.58M | 0.49% | 33 |
|
|
2024
Q3 | $9.58M | Buy |
113,331
+7,574
| +7% | +$640K | 0.68% | 21 |
|
|
2024
Q2 | $7.49M | Buy |
105,757
+32,478
| +44% | +$2.3M | 0.67% | 18 |
|
|
2024
Q1 | $4.68M | Sell |
73,279
-25,878
| -26% | -$1.65M | 0.54% | 28 |
|
|
2023
Q4 | $6.02M | Buy |
99,157
+19,656
| +25% | +$1.19M | 0.68% | 20 |
|
|
2023
Q3 | $4.94M | Buy |
79,501
+2,060
| +3% | +$128K | 0.84% | 19 |
|
|
2023
Q2 | $5.75M | Buy |
+77,441
| New | +$5.75M | 1.83% | 8 |
|