OWM
OneAscent Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,363
| Closed | -$370K | – | 216 |
|
|
2022
Q1 | $370K | Buy |
+4,363
| New | +$370K | 0.18% | 119 |
|
|
2021
Q4 | – | Sell |
-4,148
| Closed | -$326K | – | 113 |
|
|
2021
Q3 | $326K | Buy |
+4,148
| New | +$326K | 0.37% | 62 |
|
|
2021
Q1 | $423K | Buy |
5,593
+350
| +7% | +$26.5K | 0.18% | 138 |
|
|
2020
Q4 | $405K | Buy |
+5,243
| New | +$405K | 0.18% | 127 |
|