PWS
Private Wealth Strategies’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,696
| Closed | -$200K | – | 78 |
|
|
2023
Q2 | $200K | Buy |
2,696
+17
| +0.6% | +$1.26K | 0.05% | 71 |
|
|
2023
Q1 | $207K | Buy |
2,679
+17
| +0.6% | +$1.31K | 0.05% | 73 |
|
|
2022
Q4 | $223K | Buy |
2,662
+12
| +0.5% | +$1K | 0.06% | 65 |
|
|
2022
Q3 | $207K | Buy |
2,650
+14
| +0.5% | +$1.09K | 0.06% | 66 |
|
|
2022
Q2 | $205K | Buy |
2,636
+14
| +0.5% | +$1.09K | 0.06% | 71 |
|
|
2022
Q1 | $222K | Buy |
2,622
+15
| +0.6% | +$1.27K | 0.05% | 74 |
|
|
2021
Q4 | $244K | Sell |
2,607
-489
| -16% | -$45.8K | 0.06% | 68 |
|
|
2021
Q3 | $243K | Buy |
+3,096
| New | +$243K | 0.06% | 70 |
|