PWA
Phoenix 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 | $1.69M | Sell |
24,405
-372
| -2% | -$25.8K | 0.71% | 40 |
|
|
2025
Q1 | $1.76M | Buy |
24,777
+539
| +2% | +$38.2K | 0.77% | 39 |
|
|
2024
Q4 | $1.74M | Sell |
24,238
-22
| -0.1% | -$1.58K | 0.75% | 37 |
|
|
2024
Q3 | $2.05M | Sell |
24,260
-54
| -0.2% | -$4.57K | 0.95% | 35 |
|
|
2024
Q2 | $1.72M | Buy |
+24,314
| New | +$1.72M | 0.86% | 34 |
|
|
2023
Q1 | – | Sell |
-30,311
| Closed | -$2.53M | – | 110 |
|
|
2022
Q4 | $2.53M | Sell |
30,311
-370
| -1% | -$30.9K | 1.52% | 18 |
|
|
2022
Q3 | $2.41M | Sell |
30,681
-680
| -2% | -$53.3K | 2.41% | 15 |
|
|
2022
Q2 | $2.43M | Sell |
31,361
-1,150
| -4% | -$89.1K | 2.39% | 16 |
|
|
2022
Q1 | $2.81M | Buy |
32,511
+858
| +3% | +$74.2K | 2.91% | 14 |
|
|
2021
Q4 | $2.96M | Buy |
31,653
+2,128
| +7% | +$199K | 2.23% | 17 |
|
|
2021
Q3 | $2.32M | Buy |
29,525
+358
| +1% | +$28.1K | 1.73% | 21 |
|
|
2021
Q2 | $2.19M | Buy |
29,167
+1,805
| +7% | +$136K | 1.58% | 21 |
|
|
2021
Q1 | $2.07M | Buy |
27,362
+241
| +0.9% | +$18.3K | 1.61% | 25 |
|
|
2020
Q4 | $2.09M | Buy |
+27,121
| New | +$2.09M | 1.59% | 23 |
|