SPWG
Sage Private Wealth Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Buy |
5,590
+579
| +12% | +$40.2K | 0.25% | 58 |
|
|
2025
Q1 | $355K | Sell |
5,011
-5
| -0.1% | -$354 | 0.27% | 60 |
|
|
2024
Q4 | $360K | Buy |
5,016
+173
| +4% | +$12.4K | 0.27% | 56 |
|
|
2024
Q3 | $409K | Buy |
4,843
+1,414
| +41% | +$120K | 0.32% | 47 |
|
|
2024
Q2 | $243K | Buy |
+3,429
| New | +$243K | 0.2% | 76 |
|