MWM
Meridian Wealth Management’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Sell |
89,288
-1,628
| -2% | -$64.7K | 0.15% | 144 |
|
|
2025
Q1 | $3.69M | Buy |
90,916
+12,221
| +16% | +$497K | 0.18% | 127 |
|
|
2024
Q4 | $3.22M | Sell |
78,695
-4,369
| -5% | -$179K | 0.15% | 142 |
|
|
2024
Q3 | $3.85M | Sell |
83,064
-3,811
| -4% | -$177K | 0.19% | 118 |
|
|
2024
Q2 | $3.6M | Buy |
+86,875
| New | +$3.6M | 0.43% | 56 |
|