LWL
Leo Wealth LLC’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,059
| Closed | -$217K | – | 396 |
|
|
2025
Q1 | $217K | Sell |
3,059
-310
| -9% | -$22K | 0.03% | 250 |
|
|
2024
Q4 | $242K | Sell |
3,369
-749
| -18% | -$53.7K | 0.02% | 316 |
|
|
2024
Q3 | $348K | Buy |
4,118
+40
| +1% | +$3.38K | 0.03% | 262 |
|
|
2024
Q2 | $289K | Buy |
4,078
+488
| +14% | +$34.5K | 0.03% | 277 |
|
|
2024
Q1 | $229K | Buy |
+3,590
| New | +$229K | 0.02% | 300 |
|