RWP
Ridgecrest Wealth Partners’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Hold |
4,817
| – | – | 0.18% | 73 |
|
|
2025
Q1 | $341K | Sell |
4,817
-129
| -3% | -$9.15K | 0.18% | 73 |
|
|
2024
Q4 | $355K | Hold |
4,946
| – | – | 0.19% | 71 |
|
|
2024
Q3 | $418K | Sell |
4,946
-50
| -1% | -$4.23K | 0.22% | 71 |
|
|
2024
Q2 | $354K | Hold |
4,996
| – | – | 0.21% | 71 |
|
|
2024
Q1 | $319K | Sell |
4,996
-440
| -8% | -$28.1K | 0.19% | 80 |
|
|
2023
Q4 | $330K | Sell |
5,436
-865
| -14% | -$52.5K | 0.22% | 73 |
|
|
2023
Q3 | $361K | Sell |
6,301
-2,325
| -27% | -$133K | 0.25% | 63 |
|
|
2023
Q2 | $640K | Buy |
8,626
+129
| +2% | +$9.57K | 0.42% | 49 |
|
|
2023
Q1 | $655K | Buy |
8,497
+17
| +0.2% | +$1.31K | 0.47% | 45 |
|
|
2022
Q4 | $709K | Hold |
8,480
| – | – | 0.54% | 37 |
|
|
2022
Q3 | $665K | Hold |
8,480
| – | – | 0.54% | 42 |
|
|
2022
Q2 | $657K | Buy |
8,480
+40
| +0.5% | +$3.1K | 0.48% | 43 |
|
|
2022
Q1 | $715K | Sell |
8,440
-187
| -2% | -$15.8K | 0.45% | 46 |
|
|
2021
Q4 | $805K | Buy |
8,627
+187
| +2% | +$17.4K | 0.39% | 53 |
|
|
2021
Q3 | $663K | Buy |
8,440
+3,200
| +61% | +$251K | 0.36% | 55 |
|
|
2021
Q2 | $384K | Buy |
5,240
+1,640
| +46% | +$120K | 0.24% | 74 |
|
|
2021
Q1 | $272K | Buy |
+3,600
| New | +$272K | 0.26% | 70 |
|