OWA
ORBA 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 | $435K | Buy |
6,270
+2,571
| +70% | +$178K | 0.4% | 48 |
|
|
2025
Q1 | $262K | Hold |
3,699
| – | – | 0.13% | 94 |
|
|
2024
Q4 | $265K | Sell |
3,699
-32
| -0.9% | -$2.29K | 0.14% | 91 |
|
|
2024
Q3 | $315K | Sell |
3,731
-30
| -0.8% | -$2.54K | 0.16% | 90 |
|
|
2024
Q2 | $266K | Buy |
3,761
+441
| +13% | +$31.2K | 0.14% | 90 |
|
|
2024
Q1 | $212K | Hold |
3,320
| – | – | 0.12% | 95 |
|
|
2023
Q4 | $202K | Buy |
+3,320
| New | +$202K | 0.12% | 90 |
|