O3W
Omni 360 Wealth’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $524K | Buy |
7,550
+46
| +0.6% | +$3.19K | 0.26% | 79 |
|
2025
Q1 | $532K | Sell |
7,504
-61
| -0.8% | -$4.32K | 0.31% | 68 |
|
2024
Q4 | $542K | Sell |
7,565
-204
| -3% | -$14.6K | 0.34% | 65 |
|
2024
Q3 | $657K | Buy |
7,769
+155
| +2% | +$13.1K | 0.43% | 61 |
|
2024
Q2 | $539K | Buy |
7,614
+64
| +0.8% | +$4.53K | 0.4% | 61 |
|
2024
Q1 | $483K | Sell |
7,550
-50
| -0.7% | -$3.2K | 0.39% | 61 |
|
2023
Q4 | $462K | Buy |
+7,600
| New | +$462K | 0.43% | 56 |
|