OWA
Opal 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 | $532K | Buy |
7,669
+1,649
| +27% | +$114K | 0.15% | 82 |
|
|
2025
Q1 | $427K | Buy |
6,020
+168
| +3% | +$11.9K | 0.13% | 95 |
|
|
2024
Q4 | $420K | Sell |
5,852
-142
| -2% | -$10.2K | 0.13% | 101 |
|
|
2024
Q3 | $507K | Buy |
5,994
+2,179
| +57% | +$184K | 0.16% | 80 |
|
|
2024
Q2 | $270K | Buy |
+3,815
| New | +$270K | 0.09% | 133 |
|