MSWM
Mowery & Schoenfeld 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 | $161K | Sell |
2,315
-72
| -3% | -$5K | 0.24% | 53 |
|
|
2025
Q1 | $169K | Buy |
2,387
+72
| +3% | +$5.1K | 0.33% | 55 |
|
|
2024
Q4 | $166K | Buy |
2,315
+635
| +38% | +$45.5K | 0.32% | 53 |
|
|
2024
Q3 | $142K | Hold |
1,680
| – | – | 0.22% | 52 |
|
|
2024
Q2 | $119K | Hold |
1,680
| – | – | 0.17% | 58 |
|
|
2024
Q1 | $107K | Hold |
1,680
| – | – | 0.21% | 51 |
|
|
2023
Q4 | $102K | Buy |
+1,680
| New | +$102K | 0.21% | 58 |
|