MSWM
McGlone Suttner Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Sell |
7,153
-31
| -0.4% | -$2.15K | 0.08% | 117 |
|
|
2025
Q1 | $509K | Buy |
7,184
+752
| +12% | +$53.3K | 0.08% | 111 |
|
|
2024
Q4 | $461K | Sell |
6,432
-659
| -9% | -$47.2K | 0.08% | 109 |
|
|
2024
Q3 | $599K | Buy |
7,091
+419
| +6% | +$35.4K | 0.12% | 92 |
|
|
2024
Q2 | $405K | Sell |
6,672
-327
| -5% | -$19.9K | 0.08% | 98 |
|
|
2024
Q1 | $447K | Buy |
6,999
+327
| +5% | +$20.9K | 0.08% | 102 |
|
|
2023
Q4 | $405K | Buy |
6,672
+165
| +3% | +$10K | 0.08% | 98 |
|
|
2023
Q3 | $373K | Buy |
6,507
+67
| +1% | +$3.84K | 0.09% | 92 |
|
|
2023
Q2 | $478K | Buy |
6,440
+80
| +1% | +$5.94K | 0.11% | 78 |
|
|
2023
Q1 | $490K | Buy |
6,360
+102
| +2% | +$7.86K | 0.13% | 76 |
|
|
2022
Q4 | $523K | Buy |
+6,258
| New | +$523K | 0.17% | 67 |
|