SAI
Savvy Advisors Inc’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
15,406
+1,487
| +11% | +$103K | 0.07% | 207 |
|
|
2025
Q1 | $987K | Buy |
13,919
+1,909
| +16% | +$135K | 0.1% | 167 |
|
|
2024
Q4 | $861K | Buy |
12,010
+2,302
| +24% | +$165K | 0.1% | 165 |
|
|
2024
Q3 | $821K | Sell |
9,708
-222
| -2% | -$18.8K | 0.17% | 126 |
|
|
2024
Q2 | $703K | Buy |
9,930
+3,936
| +66% | +$279K | 0.23% | 100 |
|
|
2024
Q1 | $383K | Buy |
+5,994
| New | +$383K | 0.22% | 124 |
|