PFWA
Paces Ferry 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 | $218K | Sell |
3,135
-261
| -8% | -$18.1K | 0.1% | 112 |
|
|
2025
Q1 | $241K | Sell |
3,396
-50
| -1% | -$3.54K | 0.12% | 106 |
|
|
2024
Q4 | $247K | Sell |
3,446
-61
| -2% | -$4.37K | 0.12% | 109 |
|
|
2024
Q3 | $296K | Sell |
3,507
-7
| -0.2% | -$592 | 0.17% | 89 |
|
|
2024
Q2 | $249K | Hold |
3,514
| – | – | 0.15% | 95 |
|
|
2024
Q1 | $225K | Buy |
+3,514
| New | +$225K | 0.14% | 100 |
|
|
2023
Q4 | – | Sell |
-3,577
| Closed | -$205K | – | 112 |
|
|
2023
Q3 | $205K | Sell |
3,577
-915
| -20% | -$52.4K | 0.16% | 99 |
|
|
2023
Q2 | $333K | Sell |
4,492
-174
| -4% | -$12.9K | 0.25% | 75 |
|
|
2023
Q1 | $360K | Buy |
4,666
+238
| +5% | +$18.3K | 0.29% | 74 |
|
|
2022
Q4 | $370K | Buy |
4,428
+47
| +1% | +$3.93K | 0.36% | 66 |
|
|
2022
Q3 | $344K | Buy |
4,381
+17
| +0.4% | +$1.34K | 0.38% | 63 |
|
|
2022
Q2 | $338K | Buy |
4,364
+607
| +16% | +$47K | 0.33% | 69 |
|
|
2022
Q1 | $318K | Buy |
3,757
+60
| +2% | +$5.08K | 0.25% | 79 |
|
|
2021
Q4 | $345K | Sell |
3,697
-89
| -2% | -$8.31K | 0.25% | 82 |
|
|
2021
Q3 | $297K | Sell |
3,786
-172
| -4% | -$13.5K | 0.24% | 86 |
|
|
2021
Q2 | $290K | Buy |
3,958
+174
| +5% | +$12.7K | 0.22% | 90 |
|
|
2021
Q1 | $286K | Sell |
3,784
-28
| -0.7% | -$2.12K | 0.25% | 88 |
|
|
2020
Q4 | $294K | Buy |
3,812
+2,845
| +294% | +$219K | 0.27% | 79 |
|
|
2020
Q3 | $268K | Buy |
+967
| New | +$268K | 0.23% | 80 |
|