OHWA
Oak Hill 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 | $613K | Hold |
8,453
| – | – | 0.13% | 86 |
|
|
2025
Q1 | $599K | Hold |
8,453
| – | – | 0.14% | 75 |
|
|
2024
Q4 | $606K | Buy |
+8,453
| New | +$606K | 0.14% | 69 |
|
|
2024
Q3 | – | Sell |
-6,137
| Closed | -$435K | – | 72 |
|
|
2024
Q2 | $435K | Buy |
+6,137
| New | +$435K | 0.13% | 73 |
|
|
2024
Q1 | – | Sell |
-6,825
| Closed | -$415K | – | 64 |
|
|
2023
Q4 | $415K | Sell |
6,825
-2,333
| -25% | -$142K | 0.14% | 73 |
|
|
2023
Q3 | $525K | Buy |
9,158
+93
| +1% | +$5.33K | 0.2% | 58 |
|
|
2023
Q2 | $673K | Buy |
9,065
+1
| +0% | +$74 | 0.25% | 51 |
|
|
2023
Q1 | $699K | Hold |
9,064
| – | – | 0.28% | 50 |
|
|
2022
Q4 | $758K | Buy |
+9,064
| New | +$758K | 0.31% | 47 |
|