PWAG
Polaris Wealth Advisory Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $26.6M | Buy |
463,870
+22,057
| +5% | +$1.26M | 2.02% | 12 |
|
|
2023
Q2 | $32.8M | Buy |
441,813
+73,714
| +20% | +$5.47M | 2.49% | 9 |
|
|
2023
Q1 | $28.4M | Buy |
368,099
+310,441
| +538% | +$23.9M | 2.09% | 13 |
|
|
2022
Q4 | $4.9M | Sell |
57,658
-2,955
| -5% | -$251K | 0.37% | 77 |
|
|
2022
Q3 | $4.65M | Buy |
+60,613
| New | +$4.65M | 0.39% | 69 |
|
|
2022
Q2 | – | Sell |
-11,312
| Closed | -$985K | – | 162 |
|
|
2022
Q1 | $985K | Buy |
11,312
+2,539
| +29% | +$221K | 0.07% | 94 |
|
|
2021
Q4 | $819K | Sell |
8,773
-80
| -0.9% | -$7.47K | 0.05% | 110 |
|
|
2021
Q3 | $716K | Buy |
+8,853
| New | +$716K | 0.04% | 110 |
|
|
2020
Q3 | – | Sell |
-93,376
| Closed | -$23M | – | 175 |
|
|
2020
Q2 | $23M | Buy |
+93,376
| New | +$23M | 1.82% | 23 |
|
|
2018
Q4 | – | Sell |
-85
| Closed | -$14K | – | 335 |
|
|
2018
Q3 | $14K | Buy |
+85
| New | +$14K | ﹤0.01% | 368 |
|
|
2018
Q2 | – | Sell |
-85
| Closed | -$14K | – | 356 |
|
|
2018
Q1 | $14K | Buy |
+85
| New | +$14K | ﹤0.01% | 329 |
|