PWM
Power Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1M | Sell |
14,427
-3
| -0% | -$208 | 0.39% | 46 |
|
2025
Q1 | $1.02M | Sell |
14,430
-1,245
| -8% | -$88.3K | 0.41% | 42 |
|
2024
Q4 | $1.12M | Buy |
15,675
+12,726
| +432% | +$912K | 0.47% | 42 |
|
2024
Q3 | $249K | Buy |
2,949
+12
| +0.4% | +$1.01K | 0.11% | 82 |
|
2024
Q2 | $208K | Sell |
2,937
-2,088
| -42% | -$148K | 0.1% | 96 |
|
2024
Q1 | $321K | Sell |
5,025
-379
| -7% | -$24.2K | 0.2% | 74 |
|
2023
Q4 | $328K | Buy |
+5,404
| New | +$328K | 0.23% | 70 |
|