OBWG
Onyx Bridge Wealth Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
3,540
| – | – | 0.03% | 256 |
|
|
2025
Q1 | $251K | Sell |
3,540
-1,308
| -27% | -$92.7K | 0.04% | 236 |
|
|
2024
Q4 | $348K | Sell |
4,848
-99
| -2% | -$7.1K | 0.05% | 196 |
|
|
2024
Q3 | $418K | Sell |
4,947
-221
| -4% | -$18.7K | 0.06% | 178 |
|
|
2024
Q2 | $366K | Sell |
5,168
-58
| -1% | -$4.11K | 0.06% | 183 |
|
|
2024
Q1 | $345K | Buy |
5,226
+115
| +2% | +$7.59K | 0.06% | 183 |
|
|
2023
Q4 | $310K | Sell |
5,111
-293
| -5% | -$17.8K | 0.06% | 189 |
|
|
2023
Q3 | $310K | Buy |
5,404
+127
| +2% | +$7.28K | 0.07% | 173 |
|
|
2023
Q2 | $392K | Buy |
5,277
+806
| +18% | +$59.8K | 0.09% | 150 |
|
|
2023
Q1 | $345K | Buy |
4,471
+1,129
| +34% | +$87K | 0.14% | 115 |
|
|
2022
Q4 | $280K | Sell |
3,342
-199
| -6% | -$16.6K | 0.11% | 128 |
|
|
2022
Q3 | $258K | Buy |
+3,541
| New | +$258K | 0.12% | 122 |
|