PWA
Primoris 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 | $2.47M | Buy |
35,573
+497
| +1% | +$34.5K | 1.69% | 23 |
|
|
2025
Q1 | $2.49M | Sell |
35,076
-1,648
| -4% | -$117K | 1.92% | 18 |
|
|
2024
Q4 | $2.63M | Sell |
36,724
-1,050
| -3% | -$75.3K | 2% | 15 |
|
|
2024
Q3 | $3.19M | Buy |
37,774
+1,000
| +3% | +$84.5K | 2.32% | 12 |
|
|
2024
Q2 | $2.6M | Sell |
36,774
-1,750
| -5% | -$124K | 2.08% | 15 |
|
|
2024
Q1 | $2.46M | Buy |
38,524
+5,019
| +15% | +$321K | 1.97% | 16 |
|
|
2023
Q4 | $2.04M | Buy |
+33,505
| New | +$2.04M | 1.92% | 17 |
|
|
2023
Q2 | – | Sell |
-5,603
| Closed | -$432K | – | 70 |
|
|
2023
Q1 | $432K | Sell |
5,603
-74
| -1% | -$5.7K | 0.53% | 44 |
|
|
2022
Q4 | $475K | Buy |
5,677
+306
| +6% | +$25.6K | 0.73% | 35 |
|
|
2022
Q3 | $422K | Sell |
5,371
-121
| -2% | -$9.51K | 0.75% | 37 |
|
|
2022
Q2 | $425K | Buy |
5,492
+121
| +2% | +$9.36K | 0.61% | 42 |
|
|
2022
Q1 | $456K | Buy |
5,371
+300
| +6% | +$25.5K | 0.43% | 47 |
|
|
2021
Q4 | $473K | Buy |
+5,071
| New | +$473K | 0.38% | 57 |
|