RWA
Roberts 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 | $5.07M | Sell |
73,097
-139
| -0.2% | -$9.65K | 1.46% | 22 |
|
|
2025
Q1 | $5.19M | Buy |
73,236
+217
| +0.3% | +$15.4K | 1.6% | 18 |
|
|
2024
Q4 | $5.06M | Buy |
73,019
+3,796
| +5% | +$263K | 1.54% | 18 |
|
|
2024
Q3 | $5.57M | Buy |
69,223
+2,454
| +4% | +$198K | 1.8% | 15 |
|
|
2024
Q2 | $4.82M | Buy |
66,769
+407
| +0.6% | +$29.4K | 1.64% | 17 |
|
|
2024
Q1 | $4.16M | Buy |
66,362
+1,884
| +3% | +$118K | 1.56% | 19 |
|
|
2023
Q4 | $11.7M | Buy |
64,478
+23,798
| +59% | +$4.33M | 1.83% | 22 |
|
|
2023
Q3 | $2.21M | Buy |
40,680
+36,418
| +854% | +$1.98M | 0.97% | 35 |
|
|
2023
Q2 | $316K | Buy |
4,262
+14
| +0.3% | +$1.04K | 0.14% | 74 |
|
|
2023
Q1 | $328K | Sell |
4,248
-1,173
| -22% | -$90.5K | 0.15% | 75 |
|
|
2022
Q4 | $454K | Buy |
+5,421
| New | +$454K | 0.22% | 71 |
|