OBWP
O'Brien Wealth Partners’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04K | Buy |
15
+5
| +50% | +$347 | ﹤0.01% | 86 |
|
|
2025
Q1 | $709 | Buy |
+10
| New | +$709 | ﹤0.01% | 72 |
|
|
2024
Q1 | – | Sell |
-4,094
| Closed | -$249K | – | 68 |
|
|
2023
Q4 | $249K | Buy |
4,094
+481
| +13% | +$29.2K | 0.06% | 39 |
|
|
2023
Q3 | $207K | Buy |
3,613
+3
| +0.1% | +$172 | 0.06% | 40 |
|
|
2023
Q2 | $268K | Sell |
3,610
-1
| -0% | -$74 | 0.08% | 33 |
|
|
2023
Q1 | $278K | Sell |
3,611
-99
| -3% | -$7.63K | 0.09% | 32 |
|
|
2022
Q4 | $310K | Buy |
+3,710
| New | +$310K | 0.12% | 31 |
|
|
2018
Q2 | – | Sell |
-30
| Closed | -$5K | – | 151 |
|
|
2018
Q1 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 139 |
|