LWA
Lineweaver 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 | $3.33M | Buy |
48,038
+4,168
| +10% | +$289K | 0.53% | 39 |
|
|
2025
Q1 | $3.11M | Buy |
43,870
+49
| +0.1% | +$3.47K | 0.53% | 41 |
|
|
2024
Q4 | $3.14M | Buy |
43,821
+4,613
| +12% | +$331K | 0.58% | 37 |
|
|
2024
Q3 | $3.31M | Buy |
39,208
+1,641
| +4% | +$139K | 0.63% | 35 |
|
|
2024
Q2 | $2.66M | Buy |
37,567
+722
| +2% | +$51.1K | 0.55% | 38 |
|
|
2024
Q1 | $2.35M | Buy |
36,845
+2,754
| +8% | +$176K | 0.56% | 37 |
|
|
2023
Q4 | $2.07M | Buy |
34,091
+18,896
| +124% | +$1.15M | 0.54% | 40 |
|
|
2023
Q3 | $871K | Buy |
+15,195
| New | +$871K | 0.25% | 66 |
|
|
2022
Q1 | – | Sell |
-2,169
| Closed | -$202K | – | 144 |
|
|
2021
Q4 | $202K | Buy |
+2,169
| New | +$202K | 0.06% | 128 |
|