RWM
Revisor 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 | $496K | Buy |
6,647
+299
| +5% | +$22.3K | 0.18% | 137 |
|
|
2025
Q1 | $450K | Buy |
6,348
+3,481
| +121% | +$247K | 0.2% | 127 |
|
|
2024
Q4 | $205K | Sell |
2,867
-602
| -17% | -$43K | 0.19% | 119 |
|
|
2024
Q3 | $293K | Sell |
3,469
-388
| -10% | -$32.8K | 0.18% | 129 |
|
|
2024
Q2 | $273K | Sell |
3,857
-2,454
| -39% | -$174K | 0.19% | 128 |
|
|
2024
Q1 | $394K | Buy |
6,311
+2,369
| +60% | +$148K | 0.18% | 140 |
|
|
2023
Q4 | $239K | Sell |
3,942
-1,077
| -21% | -$65.4K | 0.28% | 108 |
|
|
2023
Q3 | $288K | Buy |
5,019
+1,681
| +50% | +$96.3K | 0.24% | 109 |
|
|
2023
Q2 | $248K | Buy |
3,338
+202
| +6% | +$15K | 0.22% | 137 |
|
|
2023
Q1 | $242K | Buy |
+3,136
| New | +$242K | 0.22% | 138 |
|