RWPA
Richard W. Paul & Associates’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579K | Buy |
8,340
+610
| +8% | +$42.3K | 0.21% | 106 |
|
|
2025
Q1 | $548K | Sell |
7,730
-3,409
| -31% | -$242K | 0.21% | 106 |
|
|
2024
Q4 | $799K | Sell |
11,139
-29
| -0.3% | -$2.08K | 0.29% | 96 |
|
|
2024
Q3 | $944K | Sell |
11,168
-158
| -1% | -$13.4K | 0.34% | 83 |
|
|
2024
Q2 | $802K | Sell |
11,326
-1,034
| -8% | -$73.2K | 0.31% | 89 |
|
|
2024
Q1 | $790K | Buy |
12,360
+1,704
| +16% | +$109K | 0.32% | 84 |
|
|
2023
Q4 | $647K | Buy |
10,656
+736
| +7% | +$44.7K | 0.27% | 98 |
|
|
2023
Q3 | $568K | Buy |
9,920
+966
| +11% | +$55.3K | 0.26% | 96 |
|
|
2023
Q2 | $664K | Buy |
8,954
+325
| +4% | +$24.1K | 0.29% | 95 |
|
|
2023
Q1 | $665K | Buy |
8,629
+303
| +4% | +$23.4K | 0.31% | 95 |
|
|
2022
Q4 | $696K | Buy |
+8,326
| New | +$696K | 0.35% | 79 |
|